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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,752
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Added 78.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,514
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,253
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,670
shares
|
$1.95 Million
0.68% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
10,543
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,539
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
10,511
shares
|
$1.92 Million
0.83% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
10,232
shares
|
$1.87 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
10,209
shares
|
$1.86 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
9,888
shares
|
$1.8 Million
0.39% of portfolio
|
Q3 2024
Reduced 42.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,789
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,730
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
9,721
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,561
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
9,254
shares
|
$1.69 Million
0.83% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,188
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,179
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
9,008
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
8,975
shares
|
$1.64 Million
0.29% of portfolio
|
Q4 2022
Reduced 8.18%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
8,925
shares
|
$1.63 Million
0.67% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
8,192
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,161
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
8,099
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2024
Added 0.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
8,082
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
8,048
shares
|
$1.47 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.8%
|