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 |
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,782
shares
|
$4.37 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
20,424
shares
|
$4.3 Million
3.02% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
20,307
shares
|
$4.27 Million
1.13% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
20,283
shares
|
$4.27 Million
0.13% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
19,441
shares
|
$4.09 Million
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
19,362
shares
|
$4.07 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
19,167
shares
|
$4.03 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,160
shares
|
$4.03 Million
0.05% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,989
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
18,073
shares
|
$3.8 Million
0.2% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,121
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
17,064
shares
|
$3.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
17,058
shares
|
$3.59 Million
0.1% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
16,830
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
16,595
shares
|
$3.49 Million
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
16,585
shares
|
$3.49 Million
1.83% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,520
shares
|
$3.48 Million
0.07% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
16,446
shares
|
$3.46 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
16,272
shares
|
$3.42 Million
1.28% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
16,198
shares
|
$3.41 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
16,138
shares
|
$3.4 Million
2.78% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,056
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Added 268.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
15,936
shares
|
$3.35 Million
0.22% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
15,783
shares
|
$3.32 Million
1.19% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,700
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|