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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,567,107$475M0.04%-55,28613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,192,573$405M0.07%-76,28613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,951,041$361M2.25%+37,44013F-HRTimelineGroup
Richard Bernstein Advisors LLC1,562,379$289M6.54%-32,22513F-HRTimeline
CHURCHILL MANAGEMENT Corp1,291,314$239M2.61%+7,97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC781,459$144M0.21%+51713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD591,343$109M0.54%+16,51413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding581,698$108M-119,153Timeline
Full Sail Capital, LLC392,495$72.6M4.62%-12,01713F-HRTimeline
LPL Financial LLC388,608$71.8M0.03%+125,34013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding379,086$70.1M+44,680Timeline
MORGAN STANLEYin group MORGAN STANLEY328,495$60.7M<0.01%+23,63313F-HR/ATimelineGroup
SteelPeak Wealth, LLC287,134$53.1M2.2%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…252,169$46.6M0.04%+33,13913F-HRTimelineGroup
Portfolio Strategies, Inc.237,837$44M6.24%-41713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,721$40.1M0.01%+153,47913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP188,788$34.9M0.08%-33,91213F-HRTimelineGroup
Cambridge Investment Research Advisors,…188,676$34.9M0.12%+21,56413F-HRTimeline
NorthCoast Asset Management LLC179,458$33.2M0.16%+32,41713F-HR/ATimeline
FMR LLCin group FMR LLC163,191$30.2M<0.01%+3,79813F-HRTimelineGroup
CW Advisors, LLC147,771$27.3M0.38%+16,94613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.134,560$24.9M0.06%+3,20013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,345$22.2M0.02%-22913F-HRTimelineGroup
VICUS CAPITAL114,245$21.1M1.88%+3,66113F-HRTimeline
Financial Partners Group, Inc104,819$19.4M2.83%-1,13513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,133$18.1M<0.01%+93713F-HRTimelineGroup
Advisory Services Network, LLC96,250$17.8M0.33%-27,94413F-HRTimeline
Fischer Financial Services, Inc.94,510$17.5M5.5%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,841$17.2M<0.01%-35,80713F-HRTimelineGroup
Cetera Investment Advisers92,457$17.1M0.04%+3,26113F-HRTimeline
UBS Group AGin group UBS Group AG92,306$17.1M<0.01%+5,38113F-HRTimelineGroup
PFG Advisors84,780$15.7M0.96%-2,08813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,004$15.5M<0.01%-1,37013F-HRTimelineGroup
Armor Investment Advisors, LLC80,129$14.8M6.09%+1,26013F-HRTimeline
Atria Wealth Solutions, Inc.79,130$14.6M0.16%-10,92913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…77,640$14.5M0.06%-20,68013F-HRTimelineGroup
Eaton Financial Holdings Company, LLC70,920$13.1M5.05%+16113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,946$12.4M<0.01%13F-HR/ATimelineGroup
MAI Capital Management64,737$12M0.09%+62,04813F-HRTimeline
Freedom Investment Management, Inc.63,445$11.7M0.97%+3,76213F-HRTimeline
Mariner, LLCin group Mariner, LLC61,578$11.4M0.02%+1,80813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC61,408$11.4M0.14%-68113F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…60,223$11.1M0.88%+9,50513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.58,566$10.8M1.37%-55513F-HRTimeline
King Wealth Management Group57,580$10.6M1.55%-27813F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC53,567$9.9M7.55%+25,78413F-HRTimeline
MML INVESTORS SERVICES, LLC49,933$9.23M0.03%-1,21713F-HRTimeline
Yoder Wealth Management, Inc.48,728$9.01M4.98%+10,61813F-HRTimeline
Smith Salley Wealth Management44,767$8.28M0.53%-1,87613F-HRTimeline
NewEdge Advisors, LLC43,674$8.07M0.05%+1,36213F-HRTimeline
Kraft, Davis & Associates, LLC43,148$8.03M2.29%+1,86913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC42,038$7.77M4.3%-1,08213F-HRTimeline
Goldstone Financial Group, LLC41,456$7.66M1.2%new13F-HRTimeline
Crumly & Associates Inc.40,977$7.58M2.06%-68713F-HRTimeline
Exchange Capital Management, Inc.37,775$6.98M1.11%-3,41613F-HRTimeline
J.W. COLE ADVISORS, INC.37,697$6.97M0.28%+2,82713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…37,300$6.9M1.02%+2,79813F-HRTimeline
Snowden Capital Advisors LLC36,903$6.82M0.21%+1,24113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …36,283$6.71M13.04%-28,19813F-HRTimeline
Traynor Capital Management, Inc.36,067$6.67M0.52%-2,58013F-HRTimeline
Sanctuary Advisors, LLC34,386$6.34M0.04%-32213F-HRTimeline
Patriot Financial Group Insurance Agenc…33,385$6.17M0.83%+36013F-HRTimeline
Creative Planningin group Creative Planning32,357$5.98M0.01%+9,45213F-HRTimelineGroup
KDK Private Wealth Management, LLC31,637$5.85M6.07%13F-HRTimeline
HighTower Advisors, LLC31,465$5.82M0.01%-2,34513F-HRTimeline
Court Place Advisors, LLC31,124$5.75M1.87%-5013F-HRTimeline
Sigma Planning Corp31,046$5.74M0.18%+2,81913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,581$5.65M0.01%+6,75813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,019$5.55M0.01%+15,11413F-HRTimelineGroup
Financial Perspectives, Inc27,749$5.13M1.72%+9713F-HRTimeline
Modern Wealth Management, LLC26,740$4.94M0.18%new13F-HR/ATimeline
Beaumont Financial Advisors, LLC26,544$4.91M0.37%+90513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,357$4.87M<0.01%+2213F-HRTimelineGroup
Aspetuck Financial Management LLC25,295$4.68M3.64%13F-HRTimeline
GeoWealth Management, LLC24,647$4.56M0.15%+1,79213F-HRTimeline
Atria Investments, Inc24,516$4.53M0.06%-1,33213F-HRTimeline
Claro Advisors Inc.24,412$4.51M0.61%+1,31613F-HRTimeline
Prospera Financial Services Inc24,294$4.49M0.1%-84713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,182$4.47M0.01%+3,97913F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC23,361$4.32M0.04%-1,71713F-HRTimeline
Orion Portfolio Solutions, LLC23,361$4.32M0.04%-1,71713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,270$4.3M0.31%-34413F-HRTimeline
Capital Planning LLC22,730$4.2M1.1%+1,99813F-HRTimeline
LYNCH & ASSOCIATES/IN22,727$4.2M0.91%-14613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,691$4.2M0.04%-3,09313F-HRTimelineGroup
Heck Capital Advisors, LLC22,364$4.13M0.47%-9213F-HR/ATimeline
WCG Wealth Advisors LLC21,994$4.07M0.27%+72213F-HRTimeline
Mokosak Advisory Group, LLC21,491$3.97M1.19%-53713F-HRTimeline
Apexium Financial, LP21,113$3.9M0.24%+13,01413F-HRTimeline
CX Institutional21,059$3.89M0.15%+5,92313F-HRTimeline
Marotta Asset Management20,949$3.87M0.81%+3,52013F-HRTimeline
Quantinno Capital Management LP20,789$3.84M0.04%+5113F-HRTimeline
MGO ONE SEVEN LLC20,769$3.84M0.15%-56613F-HRTimeline
Fingerlakes Wealth Management, Inc.20,382$3.77M3.04%+87813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp20,308$3.75M<0.01%-4,75913F-HRTimelineGroup
Chicago Partners Investment Group LLC19,359$3.61M0.12%-513F-HRTimeline
Maxele Advisors, LLC19,300$3.57M3.4%13F-HRTimeline
Janney Montgomery Scott LLC19,133$3.54M0.01%-43613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,089$3.53M0.08%-1213F-HRTimelineGroup
Allworth Financial LP18,236$3.5M0.02%-39213F-HRTimeline
Grant/GrossMendelsohn, LLC18,592$3.44M1.8%+17,33413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,492$3.42M+2,278Timeline
BRIGHTON JONES LLC18,113$3.35M0.1%+1,45813F-HR/ATimeline
Lifeworks Advisors, LLC17,954$3.32M0.6%-28,96113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding17,293$3.2M+573Timeline
Stonebrook Private Inc.16,882$3.12M0.82%-1,45813F-HRTimeline
Anchor Investment Management, LLC16,581$3.07M0.29%-20013F-HRTimeline
Meridian Wealth Management, LLC16,310$3.02M0.14%-3,00913F-HRTimeline
Eley Financial Management, Inc16,182$2.99M1.17%-43913F-HRTimeline
NAVELLIER & ASSOCIATES INC16,100$2.98M0.36%013F-HRTimeline
Reliant Investment Partners, LLC15,833$2.93M2.59%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,718$2.91M0.03%+11113F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,297$2.83M0.2%-64313F-HRTimelineGroup
Maltin Wealth Management, Inc.15,202$2.81M1.38%+2413F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV14,789$2.73M1.21%+44813F-HRTimeline
Sunbelt Securities, Inc.14,562$2.72M0.24%+3413F-HRTimeline
Wealthstar Advisors, LLC14,522$2.68M1.17%13F-HRTimeline
Summit Financial, LLC14,363$2.66M0.09%+53613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,066$2.6M0.01%+20413F-HRTimelineGroup
EPG Wealth Management LLC13,934$2.58M0.68%-90413F-HRTimeline
Secure Asset Management, LLC13,819$2.55M0.39%-2,76513F-HRTimeline
Private Advisor Group, LLC13,643$2.52M0.01%+99113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,520$2.5M0.04%-2013F-HRTimelineGroup
Arkadios Wealth Advisors13,266$2.45M0.13%+7,74713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,100$2.42M<0.01%new13F-HRTimeline
Curi Capital, LLC12,874$2.38M0.05%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,733$2.35M<0.01%+98113F-HRTimelineGroup
SPINNAKER TRUST12,329$2.28M0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,147$2.25M0.07%+89413F-HRTimelineGroup
DAHRING | CUSMANO LLC12,090$2.24M2.03%13F-HRTimeline
Cooper Financial Group11,872$2.19M0.26%-9913F-HRTimeline
Rehmann Capital Advisory Group11,479$2.12M0.13%-72213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,299$2.09M0.01%+76013F-HRTimeline
ArborFi Advisors, LLC10,811$2M2.01%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,772$1.99M<0.01%+98313F-HRTimelineGroup
Samalin Investment Counsel, LLC10,678$1.97M0.85%+16713F-HRTimeline
Atlas Brown,Inc.10,670$1.97M0.67%+17013F-HRTimeline
Summit X, LLC10,542$1.95M0.43%+31013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,298$1.9M0.44%+8913F-HRTimeline
IFP Advisors, Inc9,922$1.83M0.06%-18,98313F-HRTimeline
Baker Avenue Asset Management, LP9,561$1.77M0.05%013F-HRTimeline
Visionary Wealth Advisors9,489$1.75M0.1%+4,02613F-HRTimeline
Buffington Mohr McNeal9,404$1.74M0.29%-31713F-HRTimeline
Avior Wealth Management, LLC9,292$1.72M0.06%+11313F-HRTimeline
RFG Advisory, LLC9,095$1.68M0.05%-9313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,998$1.66M0.74%-25613F-HRTimeline
JBR Co Financial Management Inc8,998$1.66M1.01%+3,84313F-HRTimeline
Nova Wealth Management, Inc.8,785$1.62M1.41%13F-HRTimeline
Purkiss Capital Advisors LLC8,754$1.62M1.4%13F-HRTimeline
Mutual Advisors, LLC8,723$1.6M0.05%-1,00713F-HRTimeline
DUNCKER STREETT & CO INC8,675$1.6M0.3%-30013F-HRTimeline
TBH Global Asset Management, LLC8,665$1.6M0.38%-1,22313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,644$1.6M0.02%-21,70213F-HRTimelineGroup
DAVENPORT & Co LLC8,423$1.56M0.01%+67113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,252$1.53M<0.01%+1,61013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,187$1.51M0.58%-61913F-HRTimeline
Focus Financial Network, Inc.8,159$1.51M0.06%+19213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,150$1.51M<0.01%+6813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,119$1.5M0.06%-4213F-HRTimelineGroup
CAP Partners, LLC8,050$1.49M1.05%+213F-HRTimeline
NWAM LLC7,809$1.44M0.09%+6,27013F-HRTimeline
Elm3 Financial Group, LLC7,680$1.42M1.21%13F-HRTimeline
Savvy Advisors, Inc.7,557$1.4M0.17%+39013F-HRTimeline
Integrated Advisors Network LLC7,197$1.33M0.06%-9,31813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,189$1.33M0.14%+26513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,181$1.33M<0.01%-4,33313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,113$1.32M0.04%-29413F-HRTimelineGroup
NorthLanding Financial Partners, LLC7,086$1.31M1.32%-26913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,969$1.29M0.04%+98913F-HRTimeline
Soltis Investment Advisors LLC6,830$1.26M0.12%+35413F-HRTimeline
Strategic Blueprint, LLC6,775$1.25M0.07%+1213F-HRTimeline
EHRLICH FINANCIAL GROUP6,487$1.2M0.85%+1713F-HRTimeline
JSF Financial, LLC6,437$1.19M0.32%-3313F-HRTimeline
Robertson Stephens Wealth Management, L…6,415$1.19M0.04%-813F-HRTimeline
Canton Hathaway, LLC6,245$1.16M0.29%-31813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,037$1.12M0.09%new13F-HRTimelineGroup
Claris Financial LLC6,032$1.12M0.73%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,928$1.1M0.04%13F-HRTimelineGroup
Investors Research Corp5,890$1.09M0.24%+25013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,868$1.08M0.02%+1,61113F-HRTimelineGroup
SVB WEALTH LLC5,842$1.08M0.02%new13F-HRTimeline
COMERICA BANK5,776$1.07M<0.01%-28213F-HR/ATimeline
Palacios Wealth Management, LLC5,760$1.07M1.15%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,682$1.05M<0.01%-2,03313F-HRTimelineGroup
SeaCrest Wealth Management, LLC5,671$1.05M0.11%+40213F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,540$1.02M0.54%-50513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,491$1.02M0.17%+3413F-HRTimeline
Sovran Advisors, LLC5,588$1.01M0.14%13F-HRTimeline
Veltria Advisors Corp.5,476$1.01M0.42%013F-HRTimeline
Global Financial Private Client, LLC5,255$972K0.36%+1,34413F-HRTimeline
Belpointe Asset Management LLC5,682$969K0.06%-20513F-HRTimeline
BLAIR WILLIAM & CO/IL5,211$963K<0.01%+1,02713F-HRTimeline
Dakota Wealth Management5,177$957K0.02%-87813F-HRTimeline
Interchange Capital Partners, LLC5,167$955K0.35%-1,77013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,111$945K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,099$943K0.03%-113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,969$919K<0.01%+1,43713F-HRTimelineGroup
Csenge Advisory Group4,856$898K0.05%+3,27513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,845$896K0.08%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,813$890K0.04%-1013F-HR/ATimeline