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 640 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
108,445
shares
|
$24.4 Million
3.14% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
106,127
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
104,900
shares
|
$23.6 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
100,662
shares
|
$22.7 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
96,161
shares
|
$21.7 Million
0.13% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
88,872
shares
|
$20 Million
5.56% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
86,652
shares
|
$19.5 Million
0.32% of portfolio
|
Q3 2025
Added 176.63%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
85,937
shares
|
$19.4 Million
5.14% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
82,145
shares
|
$18.5 Million
0.21% of portfolio
|
Q3 2022
Reduced 27.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
81,955
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
81,384
shares
|
$18.3 Million
4.16% of portfolio
|
Q4 2025
Added 35.0%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Jan 15, 2026 Q4 2025 |
80,319
shares
|
$18.1 Million
4.96% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
79,366
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
79,172
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
77,835
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
74,550
shares
|
$16.8 Million
6.17% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
71,718
shares
|
$16.2 Million
2.21% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
69,255
shares
|
$15.6 Million
7.28% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
68,526
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
65,117
shares
|
$14.7 Million
0.07% of portfolio
|
Q3 2025
Added 41.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
63,203
shares
|
$14.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
62,205
shares
|
$14 Million
2.74% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
60,806
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
58,991
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2025
Added 14.51%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
54,795
shares
|
$12.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.43%
|
|