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 72 institutions that hold shares in the stock, with a total of 1.7 Million shares, which have been reported (via 13F filing form) to have a value of $80.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,002
shares
|
$520,064
0.08% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,850
shares
|
$512,879
0.0% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,810
shares
|
$463,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,855
shares
|
$418,575
0.0% of portfolio
|
Q4 2024
Added 78.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,651
shares
|
$314,392
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,937
shares
|
$280,641
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
5,869
shares
|
$277,427
0.15% of portfolio
|
Q1 2024
Reduced 61.45%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,745
shares
|
$271,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
5,711
shares
|
$269,958
0.27% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,198
shares
|
$245,709
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,179
shares
|
$244,811
0.0% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$236,350
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
4,762
shares
|
$225,099
0.08% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
4,598
shares
|
$217,347
0.13% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,286
shares
|
$202,599
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,278
shares
|
$202,221
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,163
shares
|
$196,785
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,135
shares
|
$148,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,300
shares
|
$108,721
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,037
shares
|
$96,288
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,740
shares
|
$82,249
0.03% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,068
shares
|
$50,484
0.02% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,025
shares
|
$48,451
0.01% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
989
shares
|
$46,750
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
924
shares
|
$43,677
0.0% of portfolio
|
Q4 2024
Added 0.98%
|