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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
105,954
shares
|
$19.3 Million
2.8% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
98,320
shares
|
$17.9 Million
0.08% of portfolio
|
Q3 2024
Added 93.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
97,196
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
90,059
shares
|
$16.4 Million
0.18% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
89,196
shares
|
$16.3 Million
0.04% of portfolio
|
Q3 2024
Added 56.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
86,925
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
86,868
shares
|
$15.9 Million
0.98% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,374
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2024
Added 380.14%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
82,705
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
82,145
shares
|
$15 Million
0.21% of portfolio
|
Q3 2022
Reduced 27.79%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
78,869
shares
|
$14.4 Million
5.78% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
70,759
shares
|
$12.9 Million
5.02% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
64,481
shares
|
$11.8 Million
17.78% of portfolio
|
Q3 2024
Reduced 25.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
63,242
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
62,205
shares
|
$11.4 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
62,089
shares
|
$11.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
59,770
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
59,683
shares
|
$10.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
59,121
shares
|
$10.8 Million
1.57% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
57,858
shares
|
$10.6 Million
1.57% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
51,150
shares
|
$9.34 Million
0.03% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
51,123
shares
|
$9.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
50,718
shares
|
$9.26 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
46,915
shares
|
$8.56 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
46,643
shares
|
$8.51 Million
0.55% of portfolio
|
Q3 2024
Added 3.09%
|