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 568 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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,312
shares
|
$5.92 Million
4.11% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
28,754
shares
|
$5.62 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
28,142
shares
|
$5.5 Million
1.55% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
27,140
shares
|
$5.3 Million
0.03% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
27,122
shares
|
$5.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
26,463
shares
|
$5.17 Million
0.64% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
26,400
shares
|
$5.16 Million
3.66% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
26,145
shares
|
$5.11 Million
0.45% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,707
shares
|
$5.02 Million
0.04% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
25,627
shares
|
$5 Million
8.1% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
24,518
shares
|
$4.79 Million
0.99% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,453
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,766
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
23,181
shares
|
$4.53 Million
1.51% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
23,004
shares
|
$4.49 Million
0.06% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
22,990
shares
|
$4.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
22,976
shares
|
$4.49 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
22,592
shares
|
$4.41 Million
0.41% of portfolio
|
Q3 2022
Reduced 24.6%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,510
shares
|
$4.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
21,471
shares
|
$4.19 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,329
shares
|
$4.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20,939
shares
|
$4.09 Million
2.88% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,782
shares
|
$4.06 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
20,471
shares
|
$4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
20,307
shares
|
$3.97 Million
1.13% of portfolio
|
Q2 2025
Added 0.95%
|