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 593 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 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 |
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
53,359
shares
|
$11.2 Million
0.88% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
51,514
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 7740.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,082
shares
|
$10.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
50,065
shares
|
$10.5 Million
1.33% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
46,150
shares
|
$9.71 Million
0.05% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
46,079
shares
|
$9.69 Million
1.11% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
45,990
shares
|
$9.68 Million
0.55% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,170
shares
|
$9.08 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
41,804
shares
|
$8.79 Million
4.31% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
40,744
shares
|
$8.57 Million
1.18% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
40,505
shares
|
$8.52 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
40,505
shares
|
$8.52 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
40,096
shares
|
$8.44 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
39,403
shares
|
$8.29 Million
1.56% of portfolio
|
Q2 2025
Added 126.08%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
37,834
shares
|
$7.96 Million
0.53% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
37,410
shares
|
$7.87 Million
0.03% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
37,143
shares
|
$7.81 Million
0.0% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,577
shares
|
$7.48 Million
0.22% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
35,265
shares
|
$7.42 Million
0.15% of portfolio
|
Q2 2025
Added 264.23%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
34,927
shares
|
$7.35 Million
1.16% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
34,386
shares
|
$7.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
34,168
shares
|
$7.19 Million
5.0% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,705
shares
|
$7.09 Million
0.01% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
33,578
shares
|
$7.06 Million
1.99% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
33,204
shares
|
$6.99 Million
0.82% of portfolio
|
Q2 2025
Added 1.62%
|