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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
736
shares
|
$35,526
0.0% of portfolio
|
Q4 2024
Added 1652.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
665
shares
|
$32,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
640
shares
|
$30,892
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
457
shares
|
$22,059
0.0% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
345
shares
|
$16,653
0.01% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
225
shares
|
$10,860
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
204
shares
|
$9,847
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
200
shares
|
$9,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
100
shares
|
$4,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
80
shares
|
$3,861
0.0% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
65
shares
|
$3,137
0.0% of portfolio
|
Q1 2025
Reduced 60.61%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$386
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|