Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 9.18 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
53
shares
|
$5,360
0.0% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
50
shares
|
$5,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
48
shares
|
$4,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
46
shares
|
$4,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
44
shares
|
$4,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
42
shares
|
$4,247
0.0% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
40
shares
|
$4,045
0.0% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
36
shares
|
$3,641
0.0% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
35
shares
|
$3,539
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35
shares
|
$3,539
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
34
shares
|
$3,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$3,135
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
30
shares
|
$3,034
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Reduced 97.82%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
20
shares
|
$2,022
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
12
shares
|
$1,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11
shares
|
$1,112
0.0% of portfolio
|
Q2 2025
Reduced 90.68%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$101
0.0% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|