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 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
25,082
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 84.07%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
24,169
shares
|
$2.23 Million
0.14% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,442
shares
|
$2.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
23,195
shares
|
$2.14 Million
0.78% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,347
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,852
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Added 149.75%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,752
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,279
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,518
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
19,028
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2022
Reduced 51.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
18,755
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
18,181
shares
|
$1.68 Million
0.34% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
17,867
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17,646
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Added 1944.73%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
17,426
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
17,240
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,774
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
16,503
shares
|
$1.52 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,140
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
16,135
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,700
shares
|
$1.45 Million
0.75% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
15,071
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,865
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,766
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,573
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.83%
|