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 465 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
15,695
shares
|
$2.73 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
15,580
shares
|
$2.71 Million
0.53% of portfolio
|
Q2 2024
Added 1.7%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
15,332
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2024
Added 57.83%
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
15,220
shares
|
$2.65 Million
1.58% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Smith Shellnut Wilson LLC
|
Jul 26, 2024 Q2 2024 |
14,959
shares
|
$2.6 Million
1.26% of portfolio
|
Q2 2024
Added 54.47%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
14,809
shares
|
$2.57 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
14,541
shares
|
$2.53 Million
0.28% of portfolio
|
Q2 2024
Added 7.42%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
14,524
shares
|
$2.53 Million
0.13% of portfolio
|
Q2 2024
Added 7.86%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
14,247
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2024
Added 1.45%
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
14,140
shares
|
$2.46 Million
0.5% of portfolio
|
Q2 2024
Added 35.53%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
13,642
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2024
Added 5.24%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13,308
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2024
Added 6.21%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
13,241
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
12,329
shares
|
$2.14 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
12,145
shares
|
$2.11 Million
0.09% of portfolio
|
Q4 2022
Reduced 35.4%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
11,844
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.94%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
11,844
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.27%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
11,689
shares
|
$2.03 Million
0.3% of portfolio
|
Q2 2024
Added 2.19%
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2024 Q2 2024 |
11,489
shares
|
$2 Million
0.97% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
10,996
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2024
Reduced 27.12%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
10,946
shares
|
$1.9 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
10,915
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 48.26%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
10,498
shares
|
$1.83 Million
0.65% of portfolio
|
Q2 2024
Added 2.55%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
10,498
shares
|
$1.83 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
10,485
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.35%
|