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 68 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
17,557
shares
|
$864,506
0.0% of portfolio
|
Q2 2025
Reduced 72.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,310
shares
|
$655,384
0.11% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,997
shares
|
$639,972
0.06% of portfolio
|
Q2 2025
Added 96.98%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,862
shares
|
$534,844
0.07% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,740
shares
|
$528,837
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,003
shares
|
$492,547
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
8,355
shares
|
$411,400
0.18% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,860
shares
|
$387,026
0.03% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
7,438
shares
|
$366,247
0.04% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,285
shares
|
$358,713
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,120
shares
|
$350,588
0.0% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,515
shares
|
$320,798
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,884
shares
|
$289,728
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
5,869
shares
|
$288,989
0.14% of portfolio
|
Q1 2024
Reduced 61.45%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
5,824
shares
|
$286,773
0.25% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
4,839
shares
|
$238,272
0.12% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,101
shares
|
$201,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,004
shares
|
$197,156
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,035
shares
|
$149,443
0.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,300
shares
|
$113,252
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,762
shares
|
$86,760
0.03% of portfolio
|
Q2 2025
Reduced 63.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,593
shares
|
$78,439
0.01% of portfolio
|
Q2 2025
Added 148.91%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$49,240
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
989
shares
|
$48,698
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
975
shares
|
$48,009
0.0% of portfolio
|
Q2 2025
Added 5.52%
|