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 49 institutions that hold shares in the stock, with a total of 906,628 shares, which have been reported (via 13F filing form) to have a value of $43.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,500
shares
|
$216,450
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
4,345
shares
|
$208,994
0.0% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,301
shares
|
$206,878
0.0% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,705
shares
|
$178,210
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,671
shares
|
$176,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,598
shares
|
$173,063
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,690
shares
|
$129,389
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,436
shares
|
$117,171
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,546
shares
|
$74,362
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
882
shares
|
$42,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
561
shares
|
$26,984
0.0% of portfolio
|
Q2 2025
Added 56000.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
404
shares
|
$19,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
350
shares
|
$16,835
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
336
shares
|
$16,161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
331
shares
|
$15,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
246
shares
|
$11,832
0.0% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
235
shares
|
$11,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
182
shares
|
$8,754
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
106
shares
|
$5,098
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$4,810
0.0% of portfolio
|
Q1 2025
Reduced 86.01%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
54
shares
|
$2,597
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,405
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
25
shares
|
$1,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
18
shares
|
$865
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|