Institutional Ownership Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 1.69 Million shares, which have been reported (via 13F filing form) to have a value of $80 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
352,276
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
165,991
shares
|
$7.85 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
162,761
shares
|
$7.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
110,057
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 24.81%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
104,621
shares
|
$4.95 Million
0.54% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
73,738
shares
|
$3.49 Million
3.38% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54,620
shares
|
$2.58 Million
0.22% of portfolio
|
Q4 2022
Reduced 19.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
53,698
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
47,572
shares
|
$2.25 Million
1.85% of portfolio
|
Q1 2025
Added 78.41%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
46,170
shares
|
$2.18 Million
1.04% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
43,709
shares
|
$2.07 Million
1.8% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,344
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 68.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,405
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
34,841
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,378
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 54.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
29,750
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 64.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,450
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
23,649
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
23,005
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,490
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
21,931
shares
|
$1.04 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
17,934
shares
|
$847,740
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,873
shares
|
$797,586
0.0% of portfolio
|
Q4 2024
Added 35.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
14,662
shares
|
$693,072
0.13% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
12,997
shares
|
$614,368
0.06% of portfolio
|
Q4 2024
Added 172.42%
|