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 65 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $81 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,850
shares
|
$523,729
0.0% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,810
shares
|
$473,528
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
9,379
shares
|
$452,724
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,034
shares
|
$387,801
0.0% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,805
shares
|
$376,747
0.0% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,634
shares
|
$368,493
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,598
shares
|
$318,485
0.03% of portfolio
|
Q1 2025
Reduced 49.23%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,374
shares
|
$307,672
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
5,869
shares
|
$283,296
0.15% of portfolio
|
Q1 2024
Reduced 61.45%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
5,711
shares
|
$275,669
0.27% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,198
shares
|
$250,907
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4,762
shares
|
$229,861
0.08% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
4,677
shares
|
$225,758
0.14% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,351
shares
|
$210,022
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,176
shares
|
$201,575
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
4,000
shares
|
$193,080
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,135
shares
|
$151,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,300
shares
|
$111,021
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,068
shares
|
$51,552
0.02% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,025
shares
|
$49,476
0.01% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$48,270
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
989
shares
|
$47,739
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
924
shares
|
$44,601
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
787
shares
|
$37,988
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
766
shares
|
$36,974
0.0% of portfolio
|
Q1 2025
Added 6.98%
|