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 541 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,567,107
shares
|
$419 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,192,573
shares
|
$358 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,951,041
shares
|
$319 Million
1.66% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,489,146
shares
|
$243 Million
5.85% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
781,459
shares
|
$128 Million
0.21% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
591,343
shares
|
$96.6 Million
0.58% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
532,308
shares
|
$87 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
403,813
shares
|
$66 Million
0.03% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
392,495
shares
|
$64.1 Million
4.63% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
391,650
shares
|
$64 Million
0.34% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
328,495
shares
|
$53.7 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
252,169
shares
|
$41.2 Million
0.04% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
239,179
shares
|
$39.1 Million
6.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
217,130
shares
|
$35.5 Million
0.12% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
216,721
shares
|
$35.4 Million
0.01% of portfolio
|
Q4 2024
Added 242.69%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
192,219
shares
|
$31.4 Million
1.4% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
188,788
shares
|
$30.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
179,336
shares
|
$29.3 Million
0.12% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
164,734
shares
|
$26.9 Million
0.18% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
160,615
shares
|
$26.2 Million
2.62% of portfolio
|
Q1 2025
Added 1753.61%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,361
shares
|
$25.7 Million
0.56% of portfolio
|
Q1 2024
Added 226.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
147,771
shares
|
$24.1 Million
0.39% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
120,345
shares
|
$19.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,212
shares
|
$18.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
104,900
shares
|
$17.1 Million
0.22% of portfolio
|
Q1 2025
New holding
|