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 |
---|---|---|---|---|---|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
831
shares
|
$76,767
0.01% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
727
shares
|
$67,160
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
695
shares
|
$64,204
0.01% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
628
shares
|
$58,014
0.0% of portfolio
|
Q3 2024
Added 3.63%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
618
shares
|
$57,090
0.0% of portfolio
|
Q4 2022
Reduced 42.13%
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
549
shares
|
$50,716
0.01% of portfolio
|
Q4 2023
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
539
shares
|
$49,792
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
522
shares
|
$48,222
0.01% of portfolio
|
Q1 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
454
shares
|
$41,940
0.0% of portfolio
|
Q1 2025
Reduced 84.75%
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
364
shares
|
$33,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
352
shares
|
$32,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
350
shares
|
$32,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
330
shares
|
$30,485
0.0% of portfolio
|
Q2 2020
Added 3554.29%
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
328
shares
|
$30,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
279
shares
|
$25,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
261
shares
|
$24,111
0.01% of portfolio
|
Q3 2023
New holding
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
261
shares
|
$24,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
257
shares
|
$23,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
253
shares
|
$23,372
0.03% of portfolio
|
Q1 2025
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
250
shares
|
$23,095
0.0% of portfolio
|
Q2 2023
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
229
shares
|
$21,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
228
shares
|
$21,062
0.01% of portfolio
|
Q1 2025
New holding
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
226
shares
|
$20,877
0.0% of portfolio
|
Q1 2025
Added 12.44%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
211
shares
|
$19,492
0.01% of portfolio
|
Q1 2025
Added 251.67%
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
210
shares
|
$19,399
0.02% of portfolio
|
Q4 2024
New holding
|