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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
690
shares
|
$134,750
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
657
shares
|
$128,305
0.0% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
652
shares
|
$127,329
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
640
shares
|
$124,985
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
621
shares
|
$121,275
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
609
shares
|
$118,931
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
604
shares
|
$117,955
0.01% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
568
shares
|
$110,924
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
537
shares
|
$104,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
515
shares
|
$100,574
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
504
shares
|
$98,426
0.04% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
490
shares
|
$95,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
483
shares
|
$94,325
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
463
shares
|
$90,419
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
457
shares
|
$89,247
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
450
shares
|
$87,880
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
439
shares
|
$85,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
438
shares
|
$85,537
0.0% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
435
shares
|
$84,951
0.05% of portfolio
|
Q2 2024
Reduced 53.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
416
shares
|
$81,240
0.01% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
414
shares
|
$80,850
0.01% of portfolio
|
Q2 2025
Reduced 46.85%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
384
shares
|
$74,991
0.02% of portfolio
|
Q1 2025
Reduced 74.14%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
365
shares
|
$71,280
0.01% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
362
shares
|
$70,694
0.0% of portfolio
|
Q1 2025
Added 191.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
361
shares
|
$70,499
0.02% of portfolio
|
Q4 2024
Reduced 13.84%
|