Institutional Ownership Fidelity Covington Tr Msci Inf (FTEC)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Inf (FTEC). We have compiled data on the 465 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
2,971
shares
|
$516,597
0.01% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
2,921
shares
|
$507,903
0.03% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
2,914
shares
|
$506,686
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
2,868
shares
|
$498,687
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,864
shares
|
$497,992
0.31% of portfolio
|
Q4 2022
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
2,864
shares
|
$497,992
0.0% of portfolio
|
Q2 2024
Added 30.12%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
2,856
shares
|
$496,601
0.13% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
2,828
shares
|
$491,732
0.05% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
2,807
shares
|
$488,081
0.02% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,805
shares
|
$487,733
0.08% of portfolio
|
Q4 2022
Reduced 18.81%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,799
shares
|
$486,690
0.02% of portfolio
|
Q3 2022
Added 26.65%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,791
shares
|
$485,299
0.29% of portfolio
|
Q4 2021
New holding
|
|
Tnf LLC
|
Jul 25, 2024 Q2 2024 |
2,789
shares
|
$484,951
0.17% of portfolio
|
Q2 2024
Added 0.29%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
2,760
shares
|
$479,908
0.22% of portfolio
|
Q2 2024
New holding
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
2,757
shares
|
$479,387
0.24% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,731
shares
|
$474,866
0.16% of portfolio
|
Q1 2023
Added 0.22%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
2,710
shares
|
$471,214
0.15% of portfolio
|
Q3 2023
Reduced 52.51%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
2,706
shares
|
$470,519
0.02% of portfolio
|
Q2 2024
Added 0.07%
|
|
Midwest Heritage Bank, Fsb
|
Jul 17, 2024 Q2 2024 |
2,679
shares
|
$465,824
0.23% of portfolio
|
Q2 2024
Added 4.73%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
2,674
shares
|
$464,955
0.06% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
2,660
shares
|
$462,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
2,632
shares
|
$457,652
0.02% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
2,598
shares
|
$451,740
0.17% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,592
shares
|
$450,696
0.0% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
2,554
shares
|
$444,089
0.02% of portfolio
|
Q2 2024
Added 51.84%
|