Institutional Ownership Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
721,820
shares
|
$40.5 Million
2.11% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
348,555
shares
|
$19.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
263,357
shares
|
$14.8 Million
3.12% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
233,069
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
228,532
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
197,152
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
176,789
shares
|
$9.93 Million
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
132,714
shares
|
$7.45 Million
4.23% of portfolio
|
Q2 2025
New holding
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
87,163
shares
|
$4.89 Million
1.97% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
85,958
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
80,197
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,200
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
73,469
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,368
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
57,621
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Added 994.42%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
57,449
shares
|
$3.23 Million
2.72% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
56,680
shares
|
$3.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
54,693
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2025
Added 42.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
41,764
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40,674
shares
|
$2.28 Million
0.83% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
40,601
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,102
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,287
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
28,678
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
25,437
shares
|
$1.43 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.0%
|