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 |
---|---|---|---|---|---|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
604
shares
|
$105,023
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
585
shares
|
$101,719
0.02% of portfolio
|
Q2 2024
Added 333.33%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
575
shares
|
$99,981
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
568
shares
|
$98,763
0.02% of portfolio
|
Q4 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
565
shares
|
$98,242
0.0% of portfolio
|
Q2 2024
Added 88.33%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
550
shares
|
$95,634
0.02% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
514
shares
|
$89,374
0.02% of portfolio
|
Q2 2024
Added 851.85%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
512
shares
|
$89,026
0.03% of portfolio
|
Q1 2024
Added 0.2%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
457
shares
|
$79,463
0.03% of portfolio
|
Q2 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
435
shares
|
$75,637
0.05% of portfolio
|
Q2 2024
Reduced 53.53%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
365
shares
|
$63,466
0.01% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
334
shares
|
$58,075
0.04% of portfolio
|
Q4 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
323
shares
|
$56,163
0.0% of portfolio
|
Q1 2024
Reduced 16.32%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
300
shares
|
$52,164
0.01% of portfolio
|
Q4 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
300
shares
|
$52,164
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
300
shares
|
$52,164
0.0% of portfolio
|
Q1 2022
Added 4.53%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
300
shares
|
$52,164
0.02% of portfolio
|
Q3 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
293
shares
|
$50,946
0.02% of portfolio
|
Q2 2024
Reduced 58.38%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
285
shares
|
$49,555
0.0% of portfolio
|
Q2 2024
Reduced 12.31%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
284
shares
|
$49,381
0.0% of portfolio
|
Q1 2023
Reduced 39.7%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
265
shares
|
$46,078
0.01% of portfolio
|
Q2 2023
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
262
shares
|
$45,556
0.0% of portfolio
|
Q2 2023
Added 18.02%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
262
shares
|
$45,556
0.02% of portfolio
|
Q2 2024
Added 0.38%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
250
shares
|
$43,470
0.03% of portfolio
|
Q3 2022
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
237
shares
|
$41,209
0.0% of portfolio
|
Q1 2024
Added 1085.0%
|