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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,014
shares
|
$185,075
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,010
shares
|
$184,345
0.02% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
980
shares
|
$178,869
0.04% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
979
shares
|
$178,687
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
962
shares
|
$175,584
0.05% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
901
shares
|
$164,450
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
890
shares
|
$162,442
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$160,070
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
861
shares
|
$157,149
0.01% of portfolio
|
Q4 2023
Added 13.29%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
850
shares
|
$155,142
0.01% of portfolio
|
Q1 2024
Reduced 9.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
837
shares
|
$152,769
0.07% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
764
shares
|
$139,445
0.01% of portfolio
|
Q3 2024
Added 558.62%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
763
shares
|
$139,262
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
751
shares
|
$137,072
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
748
shares
|
$136,524
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
742
shares
|
$135,429
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
690
shares
|
$125,938
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
652
shares
|
$119,003
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
640
shares
|
$116,812
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
613
shares
|
$111,884
0.0% of portfolio
|
Q3 2024
Added 158.65%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
609
shares
|
$111,154
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
604
shares
|
$110,242
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
568
shares
|
$103,671
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
566
shares
|
$103,306
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
550
shares
|
$100,386
0.01% of portfolio
|
Q3 2023
Reduced 21.43%
|