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 568 institutions that hold shares in the stock, with a total of 18.1 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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,545
shares
|
$692,303
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,517
shares
|
$686,834
0.43% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
3,500
shares
|
$683,515
0.48% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,465
shares
|
$676,679
0.0% of portfolio
|
Q1 2025
Added 171.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,453
shares
|
$674,336
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
3,406
shares
|
$665,157
0.08% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,378
shares
|
$659,689
0.01% of portfolio
|
Q1 2025
Reduced 60.92%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
3,353
shares
|
$654,807
0.27% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,322
shares
|
$648,753
0.04% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,267
shares
|
$638,012
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,258
shares
|
$636,254
0.03% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
3,256
shares
|
$635,864
0.21% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
3,237
shares
|
$632,153
0.32% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,228
shares
|
$630,396
0.0% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,220
shares
|
$628,833
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,218
shares
|
$628,443
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,170
shares
|
$619,069
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,102
shares
|
$605,789
0.02% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,092
shares
|
$603,836
0.07% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,091
shares
|
$603,641
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,029
shares
|
$591,533
0.0% of portfolio
|
Q1 2024
Reduced 19.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,028
shares
|
$591,338
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,992
shares
|
$584,307
0.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,980
shares
|
$581,964
0.22% of portfolio
|
Q4 2023
Added 29.85%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
2,973
shares
|
$580,597
0.13% of portfolio
|
Q1 2025
Reduced 5.08%
|