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 569 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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,090
shares
|
$212,866
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,076
shares
|
$210,132
0.04% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,071
shares
|
$209,155
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,059
shares
|
$206,812
0.0% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,051
shares
|
$205,249
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,045
shares
|
$204,078
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,041
shares
|
$203,296
0.02% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
1,036
shares
|
$202,320
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,028
shares
|
$200,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,025
shares
|
$200,172
0.16% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,020
shares
|
$199,195
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,014
shares
|
$198,024
0.06% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
980
shares
|
$191,384
0.04% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
979
shares
|
$191,188
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
975
shares
|
$190,407
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
901
shares
|
$175,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
890
shares
|
$173,808
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
877
shares
|
$171,269
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
861
shares
|
$168,144
0.01% of portfolio
|
Q4 2023
Added 13.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
837
shares
|
$163,457
0.06% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
775
shares
|
$151,349
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
751
shares
|
$146,662
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
745
shares
|
$145,491
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
742
shares
|
$144,905
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
690
shares
|
$134,750
0.0% of portfolio
|
Q3 2024
Reduced 18.82%
|