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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
209
shares
|
$19,307
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
200
shares
|
$18,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
199
shares
|
$18,383
0.0% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
192
shares
|
$17,736
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
190
shares
|
$17,552
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
172
shares
|
$15,889
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
168
shares
|
$15,519
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
162
shares
|
$14,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
153
shares
|
$14,134
0.0% of portfolio
|
Q1 2025
Added 68.13%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
129
shares
|
$11,917
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
123
shares
|
$11,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
120
shares
|
$11,085
0.0% of portfolio
|
Q4 2024
Reduced 77.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
118
shares
|
$10,900
0.0% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
116
shares
|
$10,716
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
111
shares
|
$10,254
0.0% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
106
shares
|
$9,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
93
shares
|
$8,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
91
shares
|
$8,406
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
84
shares
|
$7,759
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
83
shares
|
$7,667
0.0% of portfolio
|
Q4 2021
Added 10.67%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
72
shares
|
$6,651
0.0% of portfolio
|
Q1 2025
Reduced 74.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
65
shares
|
$6,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
63
shares
|
$5,819
0.01% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
63
shares
|
$5,819
0.0% of portfolio
|
Q1 2025
Added 61.54%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
63
shares
|
$5,819
0.0% of portfolio
|
Q1 2024
New holding
|