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 550 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,799
shares
|
$452,066
0.1% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,791
shares
|
$450,774
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,761
shares
|
$445,929
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,757
shares
|
$445,283
0.23% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
2,739
shares
|
$442,375
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,731
shares
|
$441,083
0.16% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
2,730
shares
|
$440,922
0.04% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,724
shares
|
$439,953
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,711
shares
|
$437,853
0.16% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
2,710
shares
|
$437,692
0.15% of portfolio
|
Q3 2023
Reduced 52.51%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,667
shares
|
$430,747
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,636
shares
|
$425,740
0.02% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,621
shares
|
$423,317
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,620
shares
|
$423,156
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
2,601
shares
|
$420,087
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
2,601
shares
|
$420,087
0.01% of portfolio
|
Q4 2024
Reduced 75.33%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,592
shares
|
$418,633
0.0% of portfolio
|
Q4 2022
Reduced 0.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,585
shares
|
$417,503
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,554
shares
|
$412,496
0.18% of portfolio
|
Q2 2023
Reduced 15.09%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,554
shares
|
$412,496
0.05% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,551
shares
|
$412,012
0.01% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
2,522
shares
|
$407,328
0.07% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
2,516
shares
|
$406,359
0.44% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,485
shares
|
$401,352
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
2,477
shares
|
$400,060
0.22% of portfolio
|
Q4 2024
Reduced 0.64%
|