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 |
---|---|---|---|---|---|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
2,022
shares
|
$351,585
0.38% of portfolio
|
Q2 2024
New holding
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
2,019
shares
|
$351,063
0.15% of portfolio
|
Q2 2024
Added 0.5%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
2,003
shares
|
$348,281
0.02% of portfolio
|
Q2 2024
Added 9.39%
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 31, 2024 Q2 2024 |
2,000
shares
|
$347,760
0.21% of portfolio
|
Q4 2023
New holding
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 19, 2024 Q2 2024 |
1,982
shares
|
$344,630
0.25% of portfolio
|
Q2 2024
Added 1.8%
|
|
Arjuna Capital
|
Jul 29, 2024 Q2 2024 |
1,974
shares
|
$343,239
0.09% of portfolio
|
Q1 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,955
shares
|
$339,935
0.01% of portfolio
|
Q2 2024
Added 0.51%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
1,939
shares
|
$337,153
0.03% of portfolio
|
Q2 2024
New holding
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
1,927
shares
|
$335,066
0.31% of portfolio
|
Q2 2024
Reduced 51.98%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
1,926
shares
|
$334,892
0.24% of portfolio
|
Q2 2024
Added 0.05%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
1,920
shares
|
$333,849
0.02% of portfolio
|
Q4 2023
New holding
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,920
shares
|
$333,849
0.01% of portfolio
|
Q2 2024
Added 9.53%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
1,862
shares
|
$323,764
0.09% of portfolio
|
Q2 2023
Added 0.05%
|
|
Capital Advisors Inc
|
Jul 31, 2024 Q2 2024 |
1,859
shares
|
$323,242
0.01% of portfolio
|
Q2 2024
Added 24.35%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
1,843
shares
|
$320,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,817
shares
|
$315,939
0.11% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
1,787
shares
|
$310,723
0.14% of portfolio
|
Q4 2023
Reduced 33.79%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
1,785
shares
|
$310,375
0.15% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,756
shares
|
$305,333
0.0% of portfolio
|
Q1 2023
Reduced 63.13%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,743
shares
|
$303,072
0.0% of portfolio
|
Q2 2024
Added 47.84%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,735
shares
|
$301,681
0.03% of portfolio
|
Q2 2024
Added 7.9%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
1,735
shares
|
$301,681
0.16% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
1,734
shares
|
$301,507
0.01% of portfolio
|
Q2 2024
Reduced 21.72%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
1,707
shares
|
$296,813
0.11% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
1,699
shares
|
$295,422
0.02% of portfolio
|
Q2 2024
New holding
|