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Disclosery

FTEC FIDELITY COVINGTON TRUST

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SHS (fund)

501 managers (509 13F filers) reported a position in FTEC shares at 2025-03-31, 17,919,483 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
501
13F filers
509
New
52
Added
192
Reduced
159
Sold out
52
Shares held by filers
17,919,483

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…901$145K<0.01%013F-HRTimeline
North Star Investment Management Corp.890$144K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.861$139K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.837$135K0.06%013F-HRTimeline
Beacon Capital Management, LLC779$126K0.02%+3113F-HRTimeline
United Community Bankin group United Community Bank745$120K0.04%013F-HRTimelineGroup
New England Capital Financial Advisors …742$120K0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC657$106K<0.01%-16913F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC652$105K0.01%013F-HRTimeline
Smartleaf Asset Management LLC621$100K0.01%new13F-HRTimeline
Main Street Group, LTD607$97.7K0.04%+10313F-HRTimeline
CVA Family Office, LLC568$91.6K0.01%013F-HRTimeline
LRI Investments, LLC537$86.6K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC532$85.7K0.02%+113F-HRTimeline
FSA Wealth Management LLC515$83K0.04%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…490$79.1K<0.01%new13F-HRTimelineGroup
DAGCO, INC.463$74.7K0.02%new13F-HRTimeline
High Note Wealth, LLC450$72.6K0.02%013F-HRTimeline
Belvedere Trading LLC439$70.8K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC438$70.6K<0.01%-12813F-HRTimeline
Glass Jacobson Investment Advisors llc361$66.7K0.02%013F-HRTimeline
Archer Investment Corp384$61.9K0.02%-1,10113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp362$58.4K<0.01%+23813F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC365$58K0.01%013F-HRTimeline
Rossby Financial, LCC350$56.9K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.350$56.4K<0.01%+3813F-HRTimeline
Caldwell Trust Co346$55.8K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.340$54.8K0.03%013F-HRTimeline
HM PAYSON & CO323$52.1K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…317$51.1K0.08%13F-HRTimeline
WHITTIER TRUST CO312$50.3K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…301$48.5K0.04%new13F-HRTimelineGroup
Lindbrook Capital, LLC300$48.4K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…300$48.4K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC295$48K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.291$46K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA268$43.2K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC265$42.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC264$42.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC231$37.3K<0.01%-14013F-HRTimeline
McIlrath & Eck, LLC231$37.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc229$37K<0.01%+2213F-HRTimeline
Promus Capital, LLC222$35.8K0.03%013F-HR/ATimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV210$33K0.01%+113F-HRTimeline
First Horizon Advisors, Inc.200$32.3K<0.01%013F-HRTimeline
Continuum Advisory, LLC200$32.3K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.483$31K0.02%new13F-HRTimeline
Running Point Capital Advisors, LLC179$28.9K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…174$28.1K<0.01%-73113F-HRTimelineGroup
SOA Wealth Advisors, LLC.159$25.6K0.01%-40013F-HRTimeline
Bank of New Hampshire159$25.6K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC158$25.5K0.01%013F-HRTimeline
IMA Advisory Services, Inc.155$25K<0.01%new13F-HRTimeline
Larson Financial Group LLC155$24.9K<0.01%-3013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC141$22.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC136$21.9K<0.01%013F-HRTimeline
Graney & King, LLC131$21.2K0.02%new13F-HRTimeline
HighMark Wealth Management LLC129$20.8K0.01%-12713F-HRTimeline
Roxbury Financial LLC106$18.8K0.02%+113F-HRTimeline
NFSG Corp111$17.9K<0.01%-15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…102$16.4K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$16.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.96$15.4K0.01%+6613F-HRTimeline
Valued Wealth Advisors LLC90$14.5K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC89$14.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC74$11.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT73$11.8K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc73$11.8K<0.01%-54213F-HRTimeline
Dunhill Financial, LLC72$11.7K0.01%013F-HRTimeline
Keystone Global Partners, LLC70$11.4K0.01%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI70$11.3K<0.01%013F-HRTimeline
West Branch Capital LLC63$10.2K<0.01%013F-HRTimeline
ORG Partners LLC62$10.1K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.58$9.35K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc57$9.19K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC56$9.03K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.54$8.71K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC51$8.22K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP50$8K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC45$7.3K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC42$6.7K0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$6.45K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC32$5.18K<0.01%013F-HRTimeline
PFS Partners, LLC30$4.9K<0.01%013F-HRTimeline
Tower View Wealth Management LLC30$4.85K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC29$4.68K<0.01%013F-HRTimeline
Costello Asset Management, INC20$3.23K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC20$3.23K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.20$3.23K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20$3.23K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15$2K<0.01%new13F-HRTimelineGroup
Founders Capital Management12$1.98K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC9$1.45K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC8$1.29K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC8$1.29K<0.01%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6$968<0.01%13F-HRTimeline
Front Row Advisors LLC3$484<0.01%013F-HRTimeline
Bell Investment Advisors, Inc3$426<0.01%-1,45213F-HRTimeline
Operose Advisors LLC2$326<0.01%013F-HRTimeline
Red Tortoise LLC1$82<0.01%-4813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.