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 |
---|---|---|---|---|---|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,761
shares
|
$255,061
0.04% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
2,709
shares
|
$250,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,664
shares
|
$246,100
0.13% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,619
shares
|
$241,943
0.01% of portfolio
|
Q1 2025
Reduced 44.45%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,589
shares
|
$239,171
0.01% of portfolio
|
Q1 2025
New holding
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,505
shares
|
$231,411
0.04% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
2,487
shares
|
$229,749
0.0% of portfolio
|
Q1 2025
Reduced 77.92%
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,434
shares
|
$224,852
0.05% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,379
shares
|
$219,772
0.0% of portfolio
|
Q1 2025
Added 142.51%
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,369
shares
|
$218,848
0.02% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,294
shares
|
$211,919
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,223
shares
|
$205,360
0.0% of portfolio
|
Q1 2025
Added 246.8%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,732
shares
|
$160,002
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,701
shares
|
$157,138
0.0% of portfolio
|
Q4 2024
Added 1250.0%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,625
shares
|
$150,117
0.01% of portfolio
|
Q1 2025
Added 18.01%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,618
shares
|
$149,470
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,566
shares
|
$144,667
0.0% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,404
shares
|
$129,701
0.02% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,378
shares
|
$127,299
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,347
shares
|
$124,435
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,248
shares
|
$115,290
0.07% of portfolio
|
Q1 2025
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,014
shares
|
$93,673
0.01% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,011
shares
|
$93,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
941
shares
|
$86,929
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
881
shares
|
$81,386
0.0% of portfolio
|
Q1 2025
Added 17.31%
|