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 484 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
514
shares
|
$98,502
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
512
shares
|
$98,119
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
457
shares
|
$87,579
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
435
shares
|
$83,363
0.05% of portfolio
|
Q2 2024
Reduced 53.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
425
shares
|
$81,447
0.0% of portfolio
|
Q3 2024
Added 49.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
419
shares
|
$80,297
0.02% of portfolio
|
Q3 2024
Reduced 76.94%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
365
shares
|
$69,948
0.01% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
340
shares
|
$65,157
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
323
shares
|
$61,899
0.0% of portfolio
|
Q1 2024
Reduced 16.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
315
shares
|
$60,366
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
312
shares
|
$59,791
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
310
shares
|
$59,408
0.04% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
300
shares
|
$57,491
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
300
shares
|
$57,491
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
300
shares
|
$57,491
0.0% of portfolio
|
Q1 2022
Added 4.53%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
284
shares
|
$54,425
0.0% of portfolio
|
Q1 2023
Reduced 39.7%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
268
shares
|
$51,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
265
shares
|
$50,784
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
262
shares
|
$50,209
0.0% of portfolio
|
Q2 2023
Added 18.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
254
shares
|
$48,676
0.0% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
250
shares
|
$47,910
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
224
shares
|
$42,927
0.01% of portfolio
|
Q3 2024
Added 126.26%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
209
shares
|
$40,052
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$38,902
0.02% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
201
shares
|
$38,519
0.01% of portfolio
|
Q2 2023
Reduced 2.43%
|