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 486 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
2,745
shares
|
$501,017
0.03% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,731
shares
|
$498,462
0.16% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
2,710
shares
|
$494,629
0.15% of portfolio
|
Q3 2023
Reduced 52.51%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
2,706
shares
|
$493,899
0.11% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$492,804
0.01% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,689
shares
|
$490,796
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,650
shares
|
$483,678
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,601
shares
|
$474,734
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,592
shares
|
$473,091
0.0% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,554
shares
|
$466,156
0.05% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
2,554
shares
|
$466,156
0.16% of portfolio
|
Q2 2023
Reduced 15.09%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
2,530
shares
|
$461,775
0.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,514
shares
|
$458,855
0.0% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
2,493
shares
|
$455,022
0.2% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,467
shares
|
$450,276
0.09% of portfolio
|
Q3 2024
Reduced 56.16%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
2,459
shares
|
$448,816
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,396
shares
|
$437,317
0.03% of portfolio
|
Q3 2024
Added 54.78%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
2,379
shares
|
$434,215
0.42% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,364
shares
|
$431,477
0.05% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,316
shares
|
$422,716
0.03% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,300
shares
|
$419,796
0.08% of portfolio
|
Q3 2024
Added 49.35%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
2,300
shares
|
$419,796
0.05% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,278
shares
|
$415,780
0.0% of portfolio
|
Q3 2024
Added 165.81%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
2,275
shares
|
$415,233
0.32% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,267
shares
|
$413,772
0.11% of portfolio
|
Q3 2024
Added 3.56%
|