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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,383,368$384M0.03%-183,73913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,027,711$327M1.93%+76,67013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,502,608$242M0.05%-689,96513F-HR/ATimelineGroup
Richard Bernstein Advisors LLC1,489,146$240M5.81%-73,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC744,404$120M0.17%-37,05513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD607,962$98M0.52%+16,61913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding534,057$86.1M-47,641Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP423,888$68.4M0.15%+235,10013F-HRTimelineGroup
LPL Financial LLC403,813$65.1M0.03%+15,20513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding385,983$62.2M+6,897Timeline
Full Sail Capital, LLC365,197$58.9M3.81%-27,29813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY328,981$53.1M<0.01%+48613F-HRTimelineGroup
Portfolio Strategies, Inc.239,179$38.6M5.97%+1,34213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…231,403$37.3M0.03%-20,76613F-HRTimelineGroup
Cambridge Investment Research Advisors,…217,130$35M0.12%+28,45413F-HRTimeline
FMR LLCin group FMR LLC171,722$27.7M<0.01%+8,53113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,457$26.2M0.06%+27,89713F-HRTimelineGroup
CW Advisors, LLC147,933$23.9M0.29%+16213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,591$19.6M<0.01%+28,75013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP116,231$18.7M0.02%-4,11413F-HRTimelineGroup
Advisory Services Network, LLC106,436$17.2M0.33%+10,18613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,300$17M<0.01%-111,42113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…104,900$16.9M0.22%new13F-HRTimelineGroup
Financial Partners Group, Inc104,087$16.8M2.59%-73213F-HRTimeline
Atria Wealth Solutions, Inc.103,923$16.8M0.2%+24,79313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,248$15.8M<0.01%+11513F-HRTimelineGroup
UBS Group AGin group UBS Group AG97,021$15.6M<0.01%+4,71513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,946$15.5M0.01%+29,00013F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…95,925$15.5M1.32%+35,70213F-HRTimelineGroup
Cetera Investment Advisers95,184$15.4M0.03%+2,72713F-HRTimeline
Fischer Financial Services, Inc.95,160$15.3M4.94%+65013F-HRTimeline
PFG Advisors86,411$13.9M0.78%+1,63113F-HRTimeline
Armor Investment Advisors, LLC81,724$13.2M5.45%+1,59513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,994$13.1M<0.01%-3,01013F-HR/ATimelineGroup
Eaton Financial Holdings Company, LLC71,484$11.5M4.79%+56413F-HRTimeline
Freedom Investment Management, Inc.68,288$11M0.92%+4,84313F-HRTimeline
MAI Capital Management65,609$10.6M0.08%+87213F-HRTimeline
NorthCoast Asset Management LLC61,392$9.9M0.05%-118,06613F-HR/ATimeline
Independence Financial Advisors, LLC61,128$9.86M3.75%13F-HRTimeline
RWA WEALTH PARTNERS, LLC60,380$9.74M0.12%-1,02813F-HRTimeline
Mariner, LLCin group Mariner, LLC59,416$9.58M0.02%-2,16213F-HRTimelineGroup
Yoder Wealth Management, Inc.56,380$9.09M5.12%+7,65213F-HRTimeline
King Wealth Management Group56,286$9.08M1.38%-1,29413F-HRTimeline
Kraft, Davis & Associates, LLC60,525$9.05M2.92%+17,37713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.53,808$8.68M1.08%-4,75813F-HRTimeline
TBH Global Asset Management, LLC160,615$8.43M1.62%+151,95013F-HRTimeline
MML INVESTORS SERVICES, LLC49,614$8M0.03%-31913F-HRTimeline
Lifeworks Advisors, LLC48,446$7.81M1.3%+30,49213F-HRTimeline
Goldstone Financial Group, LLC47,541$7.67M1.16%+6,08513F-HRTimeline
Smith Salley Wealth Management45,752$7.38M0.48%+98513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,455$6.85M0.01%+12,43613F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC41,965$6.77M3.75%-7313F-HRTimeline
NewEdge Advisors, LLC41,850$6.75M0.04%-1,82413F-HRTimeline
Adams Wealth Management40,505$6.53M1.28%new13F-HRTimeline
CacheTech Inc.40,505$6.53M1.27%new13F-HRTimeline
Crumly & Associates Inc.40,273$6.49M1.79%-70413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…38,055$6.15M0.94%+75513F-HRTimeline
Traynor Capital Management, Inc.37,639$6.07M0.51%+1,57213F-HRTimeline
Exchange Capital Management, Inc.36,813$5.94M0.96%-96213F-HRTimeline
Snowden Capital Advisors LLC35,497$5.72M0.18%-1,40613F-HRTimeline
Sanctuary Advisors, LLC32,900$5.31M0.04%-1,48613F-HRTimeline
Patriot Financial Group Insurance Agenc…32,676$5.27M0.71%-70913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,277$5.21M<0.01%+5,92013F-HRTimelineGroup
Apexium Financial, LP31,662$5.11M0.3%+10,54913F-HRTimeline
KDK Private Wealth Management, LLC31,432$5.06M5.77%-20513F-HRTimeline
Court Place Advisors, LLC31,244$5.04M1.67%+12013F-HRTimeline
Creative Planningin group Creative Planning30,864$4.98M<0.01%-1,49313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…30,620$4.95M0.02%-47,02013F-HRTimelineGroup
HighTower Advisors, LLC30,468$4.91M0.01%-99713F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC30,312$4.89M3.78%-23,25513F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.29,664$4.78M0.35%+14,36713F-HRTimelineGroup
Sigma Planning Corp28,754$4.64M0.15%-2,29213F-HRTimeline
Financial Perspectives, Inc28,142$4.54M1.55%+39313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,490$4.43M0.01%-3,09113F-HRTimeline
CX Institutional27,248$4.39M0.17%+6,18913F-HRTimeline
Quantinno Capital Management LP27,140$4.38M0.03%+6,35113F-HRTimeline
Modern Wealth Management, LLC27,122$4.37M0.14%+38213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth26,918$4.34M0.01%+2,73613F-HR/ATimelineGroup
Claro Advisors Inc.26,463$4.27M0.57%+2,05113F-HRTimeline
Aspetuck Financial Management LLC26,400$4.26M3.66%+1,10513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,707$4.15M0.04%+3,01613F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …25,627$4.13M8.1%-10,65613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,766$3.83M0.01%new13F-HR/ATimelineGroup
LYNCH & ASSOCIATES/IN23,558$3.8M0.82%+83113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,047$3.72M<0.01%+2,73913F-HRTimelineGroup
Capital Planning LLC23,021$3.71M1.04%+29113F-HRTimeline
Prospera Financial Services Inc22,976$3.71M0.09%-1,31813F-HRTimeline
Heck Capital Advisors, LLC22,592$3.64M0.41%+22813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,510$3.63M0.26%-76013F-HRTimeline
WCG Wealth Advisors LLC21,471$3.46M0.26%-52313F-HR/ATimeline
Orion Porfolio Solutions, LLC21,329$3.44M0.03%-2,03213F-HRTimeline
Orion Portfolio Solutions, LLC21,329$3.44M0.03%-2,03213F-HR/ATimeline
Fingerlakes Wealth Management, Inc.20,939$3.38M2.87%+55713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding19,130$3.31M+638Timeline
MGO ONE SEVEN LLC20,471$3.3M0.13%-29813F-HRTimeline
Chicago Partners Investment Group LLC19,433$3.26M0.11%+7413F-HRTimeline
Mokosak Advisory Group, LLC20,116$3.24M1%-1,37513F-HRTimeline
Arkadios Wealth Advisors20,062$3.24M0.12%+6,79613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding19,803$3.19M+2,510Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,702$3.15M0.01%+4,63613F-HRTimelineGroup
Maxele Advisors, LLC19,133$3.09M2.98%-16713F-HRTimeline
Marotta Asset Management17,429$3.04M0.6%-3,52013F-HRTimeline
Integrated Advisors Network LLC18,522$2.99M0.15%+11,32513F-HRTimeline
Janney Montgomery Scott LLC17,966$2.9M0.01%-1,16713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,528$2.83M0.06%-1,56113F-HRTimelineGroup
Stonebrook Private Inc.17,461$2.82M0.73%+57913F-HRTimeline
Beaumont Financial Advisors, LLC17,094$2.76M0.22%-9,45013F-HRTimeline
Allworth Financial LP17,106$2.74M0.02%-1,13013F-HRTimeline
BRIGHTON JONES LLC16,885$2.72M0.09%-1,22813F-HRTimeline
Meridian Wealth Management, LLC16,665$2.69M0.13%+35513F-HRTimeline
Anchor Investment Management, LLC16,595$2.68M0.25%+1413F-HRTimeline
Atria Investments, Inc16,484$2.66M0.03%-8,03213F-HRTimeline
Maltin Wealth Management, Inc.16,185$2.61M1.23%+98313F-HRTimeline
Wealthstar Advisors, LLC16,017$2.58M1.18%+1,49513F-HRTimeline
Reliant Investment Partners, LLC15,839$2.55M2.6%+613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,700$2.53M<0.01%new13F-HR/ATimelineGroup
Eley Financial Management, Inc15,409$2.51M1%-77313F-HRTimeline
Visionary Wealth Advisors15,479$2.5M0.15%+5,99013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV14,924$2.41M1.1%+13513F-HRTimeline
Secure Asset Management, LLC14,914$2.41M0.49%+1,09513F-HRTimeline
Summit Financial, LLC14,185$2.29M0.06%-17813F-HRTimeline
EPG Wealth Management LLC14,132$2.28M0.64%+19813F-HRTimeline
NAVELLIER & ASSOCIATES INC13,425$2.25M0.31%-2,67513F-HRTimeline
DAHRING | CUSMANO LLC13,905$2.24M1.93%+1,81513F-HRTimeline
Private Advisor Group, LLC13,881$2.24M0.01%+23813F-HRTimeline
Sunbelt Securities, Inc.13,086$2.11M0.19%-1,47613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,869$2.08M<0.01%+13613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,568$2.03M0.01%+1,26913F-HRTimeline
SPINNAKER TRUST12,329$1.99M0.13%013F-HRTimeline
Samalin Investment Counsel, LLC12,131$1.96M0.79%+1,45313F-HRTimeline
Rehmann Capital Advisory Group11,985$1.93M0.12%+50613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,816$1.9M0.04%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,720$1.89M<0.01%-5213F-HR/ATimelineGroup
Cooper Financial Group11,683$1.88M0.25%-18913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,198$1.81M0.03%-2,32213F-HRTimelineGroup
BLKBRD Asset Management, LP10,824$1.75M2.12%new13F-HRTimeline
JBR Co Financial Management Inc10,723$1.73M1.01%+1,72513F-HRTimeline
Atlas Brown,Inc.10,640$1.72M0.6%-3013F-HRTimeline
Summit X, LLC10,445$1.68M0.35%-9713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,383$1.67M0.4%+8513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,987$1.61M<0.01%+5,01813F-HR/ATimelineGroup
DAVENPORT & Co LLC9,806$1.58M0.01%+1,38313F-HRTimeline
J.W. COLE ADVISORS, INC.9,682$1.56M0.05%-28,01513F-HRTimeline
Purkiss Capital Advisors LLC9,523$1.54M1.16%+76913F-HRTimeline
Baker Avenue Asset Management, LP9,354$1.51M0.05%-20713F-HRTimeline
Curi Capital, LLC9,318$1.5M0.04%-3,55613F-HRTimeline
IFP Advisors, Inc9,242$1.49M0.05%-68013F-HRTimeline
Buffington Mohr McNeal9,239$1.49M0.29%-16513F-HRTimeline
ArborFi Advisors, LLC9,059$1.46M1.45%-1,75213F-HRTimeline
Avior Wealth Management, LLC9,024$1.46M0.06%-26813F-HRTimeline
Nova Wealth Management, Inc.8,962$1.45M1.25%+17713F-HR/ATimeline
RFG Advisory, LLC8,733$1.41M0.04%-36213F-HRTimeline
DUNCKER STREETT & CO INC8,675$1.4M0.28%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,624$1.39M0.06%+50513F-HRTimelineGroup
Focus Financial Network, Inc.8,406$1.36M0.06%+24713F-HRTimeline
CAP Partners, LLC8,349$1.35M0.98%+29913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,296$1.34M<0.01%+14613F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd8,111$1.31M0.09%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,021$1.29M0.5%-16613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,750$1.25M<0.01%-50213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,729$1.25M0.04%+61613F-HRTimelineGroup
Elm3 Financial Group, LLC7,599$1.23M1.08%-8113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,183$1.16M0.12%-613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,171$1.16M0.46%-1,82713F-HRTimeline
Savvy Advisors, Inc.6,991$1.13M0.11%-56613F-HRTimeline
Foundations Investment Advisors, LLC6,987$1.13M0.02%new13F-HRTimeline
NorthLanding Financial Partners, LLC6,927$1.12M1.1%-15913F-HRTimeline
Claris Financial LLC6,032$1.12M0.73%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,763$1.09M0.04%-20613F-HRTimeline
Soltis Investment Advisors LLC6,739$1.09M0.1%-9113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,874$1.09M0.02%+613F-HRTimelineGroup
Compound Planning, Inc.6,663$1.07M0.05%+1,91513F-HRTimeline
Belpointe Asset Management LLC6,642$1.07M0.06%+96013F-HRTimeline
JSF Financial, LLC6,631$1.07M0.28%+19413F-HRTimeline
Robertson Stephens Wealth Management, L…6,468$1.04M0.04%+5313F-HRTimeline
Strategic Blueprint, LLC6,464$1.04M0.06%-31113F-HRTimeline
EHRLICH FINANCIAL GROUP6,427$1.04M0.76%-6013F-HRTimeline
Investors Research Corp6,337$1.02M0.22%+44713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,305$1.02M<0.01%-87613F-HRTimeline
Canton Hathaway, LLC6,245$1.01M0.2%013F-HRTimeline
COMERICA BANK6,038$974K<0.01%+26213F-HRTimeline
SWEENEY & MICHEL, LLC6,891$963K0.42%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,913$954K0.03%-1513F-HRTimelineGroup
EP Wealth Advisors, LLC5,857$945K0.01%+1,08413F-HRTimeline
SeaCrest Wealth Management, LLC5,808$937K0.11%+13713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,612$905K0.03%-6,53513F-HRTimelineGroup
Palacios Wealth Management, LLC5,578$900K0.67%-18213F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,541$894K0.45%+113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,496$886K0.17%+513F-HR/ATimeline
Global Financial Private Client, LLC5,380$868K0.33%+12513F-HRTimeline
BLAIR WILLIAM & CO/IL5,337$861K<0.01%+12613F-HRTimeline
Sovran Advisors, LLC5,638$847K0.11%+5013F-HRTimeline
Interchange Capital Partners, LLC5,174$834K0.23%+713F-HRTimeline
Csenge Advisory Group5,516$829K0.05%+66013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,112$824K<0.01%-57013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …5,108$824K0.05%-92913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,060$816K0.03%-5113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,030$811K0.15%+34213F-HRTimeline
HRT FINANCIAL LP4,994$805K0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,893$789K0.03%+8013F-HR/ATimeline