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 |
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
33,008
shares
|
$6.94 Million
0.23% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,741
shares
|
$6.68 Million
0.0% of portfolio
|
Q3 2024
Added 40.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
31,324
shares
|
$6.59 Million
0.12% of portfolio
|
Q2 2025
Added 433.27%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
30,819
shares
|
$6.48 Million
1.93% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
30,806
shares
|
$6.48 Million
1.07% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
30,362
shares
|
$6.39 Million
6.39% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,164
shares
|
$6.35 Million
0.19% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
28,643
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
28,454
shares
|
$5.99 Million
1.7% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
28,208
shares
|
$5.93 Million
0.15% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
27,484
shares
|
$5.78 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
26,491
shares
|
$5.57 Million
3.94% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
26,295
shares
|
$5.53 Million
0.3% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
26,145
shares
|
$5.5 Million
0.45% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,707
shares
|
$5.41 Million
0.04% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
24,518
shares
|
$5.16 Million
0.99% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,453
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
24,233
shares
|
$5.1 Million
0.07% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
23,181
shares
|
$4.88 Million
1.51% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
22,990
shares
|
$4.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
22,971
shares
|
$4.83 Million
0.39% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
21,890
shares
|
$4.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,329
shares
|
$4.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
21,168
shares
|
$4.45 Million
6.34% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
20,946
shares
|
$4.41 Million
0.14% of portfolio
|
Q2 2025
Added 2.32%
|