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Disclosery

FTEC FIDELITY COVINGTON TRUST

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SHS (fund)

502 managers (510 13F filers) reported a position in FTEC shares at 2024-12-31, 19,970,868 shares in all. 60 filers opened a position and 27 filers sold out during the quarter.

Managers
502
13F filers
510
New
60
Added
173
Reduced
134
Sold out
27
Shares held by filers
19,970,868

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Summit Place Financial Advisors, LLC1,100$203K0.12%-10013F-HRTimeline
Composition Wealth, LLC1,091$202K<0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,090$201K0.03%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,081$200K-319Timeline
Physician Wealth Advisors, Inc.1,049$194K0.03%new13F-HRTimeline
Abound Wealth Management1,044$193K0.06%+3013F-HRTimeline
Pathway Financial Advisers, LLC1,043$193K0.06%+1913F-HRTimeline
Mascoma Wealth Management LLC980$181K0.05%013F-HRTimeline
Sugar Maple Asset Management, LLC972$180K0.14%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…905$167K0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…901$167K<0.01%013F-HR/ATimeline
North Star Investment Management Corp.890$165K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.861$159K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.837$155K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC826$153K<0.01%+21313F-HRTimelineGroup
PRIVATE TRUST CO NA774$143K0.01%+1113F-HRTimeline
Beacon Capital Management, LLC748$138K0.02%013F-HRTimeline
United Community Bankin group United Community Bank745$138K0.05%new13F-HRTimelineGroup
New England Capital Financial Advisors …742$137K0.07%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC652$121K0.02%013F-HRTimeline
Arax Advisory Partners635$117K0.01%+32013F-HRTimeline
Capital Investment Counsel, Inc615$114K0.02%+54213F-HRTimeline
CVA Family Office, LLC568$105K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC566$105K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.559$103K0.02%+40013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC531$98.2K0.02%+8713F-HRTimeline
FSA Wealth Management LLC514$95K0.04%013F-HRTimeline
Main Street Group, LTD504$93K0.03%+30113F-HRTimeline
High Note Wealth, LLC450$83.2K0.02%new13F-HRTimeline
LEE DANNER & BASS INC400$74K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC371$68.6K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC365$67K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc361$66.7K0.02%-5813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co346$64K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.340$62.9K0.03%013F-HRTimeline
HM PAYSON & CO323$59.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.312$57.7K<0.01%013F-HRTimeline
Caitlin John, LLC310$57.3K0.04%013F-HRTimeline
Lindbrook Capital, LLC300$55.5K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…300$55.5K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC295$54.5K0.03%13F-HRTimeline
Glen Eagle Advisors, LLC265$49K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA268$48.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC264$48.8K<0.01%+15713F-HRTimeline
NFSG Corp261$48.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…260$48.1K<0.01%-16513F-HRTimeline
HighMark Wealth Management LLC256$47.3K0.03%+613F-HRTimeline
Mainstream Capital Management LLC239$44.2K0.03%new13F-HRTimeline
McIlrath & Eck, LLC231$42.7K0.01%+13113F-HRTimeline
Promus Capital, LLC222$41K0.03%13F-HR/ATimeline
Bellwether Advisors, LLC215$39.7K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc207$38.3K<0.01%-3,25813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV209$38K0.01%013F-HRTimeline
First Horizon Advisors, Inc.200$37K<0.01%-8413F-HRTimeline
Continuum Advisory, LLC200$37K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC192$35K<0.01%+6413F-HRTimeline
Larson Financial Group LLC185$34.1K<0.01%+3113F-HRTimeline
Bank of New Hampshire159$29.4K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC158$29K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC141$26.1K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC136$25.1K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC130$24.3K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC125$23.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp124$22.9K<0.01%013F-HRTimelineGroup
Financial Life Planners113$21K0.02%13F-HRTimeline
Roxbury Financial LLC105$19.6K0.02%13F-HRTimeline
Northwest Capital Management Inc100$18.5K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$18.5K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC98$18.1K<0.01%-9313F-HRTimeline
Element Wealth, LLC97$18K0.01%013F-HRTimeline
Global Trust Asset Management, LLC90$16.6K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC89$16.5K0.01%13F-HRTimeline
WR Wealth Planners, LLC85$15.7K0.01%-2013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…73$14K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC74$13.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73$13.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC72$13.4K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI70$12.9K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP69$12.8K<0.01%013F-HRTimeline
West Branch Capital LLC63$11.7K<0.01%013F-HRTimeline
ORG Partners LLC62$11.5K<0.01%+2413F-HRTimeline
Sugarloaf Wealth Management, LLC59$10.9K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc57$10.5K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC56$10.4K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC55$10.2K0.03%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.54$9.98K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$9.24K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP50$9K<0.01%013F-HRTimeline
Red Tortoise LLC49$8.97K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC41$7.67K0.01%13F-HRTimeline
BFSG, LLC35$6.47K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC32$5.93K<0.01%13F-HRTimeline
PFS Partners, LLC30$5.61K<0.01%013F-HRTimeline
Tower View Wealth Management LLC30$5.55K<0.01%-4313F-HRTimeline
BARRETT & COMPANY, INC.30$5.55K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC29$5.36K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13$2.4K<0.01%new13F-HRTimeline
Founders Capital Management12$2.27K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC8$1.48K<0.01%013F-HRTimeline
Front Row Advisors LLC3$555<0.01%-413F-HRTimeline
Operose Advisors LLC2$373<0.01%013F-HRTimeline
Activest Wealth Management1$136<0.01%new13F-HRTimeline