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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
54,213
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
53,935
shares
|
$12.2 Million
1.51% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
53,155
shares
|
$12 Million
7.96% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
52,513
shares
|
$11.8 Million
0.19% of portfolio
|
Q3 2025
Added 217.88%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
50,444
shares
|
$11.4 Million
1.33% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
50,082
shares
|
$11.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
46,079
shares
|
$10.4 Million
1.11% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
45,544
shares
|
$10.3 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
44,368
shares
|
$10 Million
0.23% of portfolio
|
Q3 2025
Added 375.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,170
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
42,537
shares
|
$9.59 Million
1.2% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
41,271
shares
|
$9.3 Million
4.4% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
40,843
shares
|
$9.21 Million
1.73% of portfolio
|
Q4 2025
Added 20.0%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
38,961
shares
|
$8.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
37,840
shares
|
$8.53 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
37,405
shares
|
$8.43 Million
0.46% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35,534
shares
|
$8.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
34,948
shares
|
$7.88 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
34,927
shares
|
$7.87 Million
1.16% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
34,392
shares
|
$7.75 Million
2.0% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
34,025
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,433
shares
|
$7.54 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,270
shares
|
$7.5 Million
0.22% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
33,075
shares
|
$7.46 Million
1.16% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
32,900
shares
|
$7.42 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|