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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,887
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
5,640
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,562
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,519
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,476
shares
|
$999,479
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,463
shares
|
$997,106
0.06% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,457
shares
|
$996,011
0.17% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,292
shares
|
$965,895
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,269
shares
|
$961,697
0.1% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,179
shares
|
$945,271
0.06% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
5,155
shares
|
$940,890
0.59% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,111
shares
|
$932,859
0.05% of portfolio
|
Q1 2023
Reduced 1.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$930,852
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,823
shares
|
$880,293
0.03% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,805
shares
|
$877,008
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,762
shares
|
$869,160
0.05% of portfolio
|
Q3 2024
Added 36.92%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
4,751
shares
|
$867,152
0.37% of portfolio
|
Q3 2024
Reduced 58.65%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
4,719
shares
|
$861,311
0.77% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,716
shares
|
$860,764
0.01% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,670
shares
|
$852,368
0.4% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,620
shares
|
$843,242
0.12% of portfolio
|
Q3 2024
Added 218.4%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$831,926
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,358
shares
|
$795,422
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,339
shares
|
$791,954
0.12% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
4,302
shares
|
$785,201
0.0% of portfolio
|
Q4 2020
New holding
|