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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
46,643
shares
|
$8.94 Million
0.55% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,170
shares
|
$8.27 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
43,120
shares
|
$8.26 Million
4.28% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,312
shares
|
$8.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
41,664
shares
|
$7.98 Million
2.29% of portfolio
|
Q3 2024
Reduced 41.77%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
41,279
shares
|
$7.91 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
41,191
shares
|
$7.89 Million
1.21% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
38,647
shares
|
$7.41 Million
0.42% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
38,110
shares
|
$7.3 Million
3.99% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36,984
shares
|
$7.09 Million
0.26% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,662
shares
|
$6.83 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
34,870
shares
|
$6.68 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,708
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
34,502
shares
|
$6.61 Million
0.95% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,810
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
33,025
shares
|
$6.33 Million
0.8% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
31,935
shares
|
$6.12 Million
0.79% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,741
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
31,174
shares
|
$5.97 Million
1.59% of portfolio
|
Q3 2024
Added 378.42%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
30,346
shares
|
$5.82 Million
0.09% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,227
shares
|
$5.41 Million
0.15% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,783
shares
|
$5.32 Million
3.5% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
27,652
shares
|
$5.3 Million
1.67% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
26,335
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2024
Added 53.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
25,848
shares
|
$4.95 Million
0.06% of portfolio
|
Q3 2024
Added 136.81%
|