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 486 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
25,639
shares
|
$4.68 Million
0.4% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
25,141
shares
|
$4.59 Million
0.11% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
25,078
shares
|
$4.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
23,823
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23,614
shares
|
$4.31 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
23,096
shares
|
$4.22 Million
0.57% of portfolio
|
Q3 2024
Added 519.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
22,905
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,855
shares
|
$4.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
22,727
shares
|
$4.15 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
22,028
shares
|
$4.02 Million
1.15% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
21,335
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
21,272
shares
|
$3.88 Million
0.25% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
20,949
shares
|
$3.82 Million
0.81% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,782
shares
|
$3.79 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,738
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
20,732
shares
|
$3.78 Million
1.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
19,569
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
19,504
shares
|
$3.56 Million
2.84% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
19,364
shares
|
$3.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,319
shares
|
$3.53 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,215
shares
|
$3.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
19,101
shares
|
$3.49 Million
0.08% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
18,628
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.87%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
18,340
shares
|
$3.35 Million
0.85% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
16,830
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2022
New holding
|