Institutional Ownership Fidelity Covington Tr Stocks F (FCPI)
This table provides information about the institutional ownership of Fidelity Covington Tr Stocks F (FCPI). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 662,965 shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,838
shares
|
$174,513
0.01% of portfolio
|
Q1 2025
Reduced 39.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,774
shares
|
$171,603
0.01% of portfolio
|
Q2 2024
Reduced 40.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,671
shares
|
$166,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,429
shares
|
$110,446
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,140
shares
|
$97,305
0.0% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,546
shares
|
$70,296
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
358
shares
|
$16,278
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
331
shares
|
$15,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
246
shares
|
$11,185
0.0% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
182
shares
|
$8,275
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
105
shares
|
$4,774
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$4,547
0.0% of portfolio
|
Q1 2025
Reduced 86.01%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
100
shares
|
$4,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
53
shares
|
$2,409
0.0% of portfolio
|
Q2 2024
Reduced 48.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,273
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5
shares
|
$227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2025
Reduced 99.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|