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 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
979,150
shares
|
$51.1 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
377,007
shares
|
$19.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
263,357
shares
|
$13.7 Million
3.12% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
222,736
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
218,985
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
183,631
shares
|
$9.58 Million
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
176,678
shares
|
$9.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
112,561
shares
|
$5.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
88,222
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
88,081
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
84,829
shares
|
$4.42 Million
2.21% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
83,063
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,539
shares
|
$3.89 Million
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
63,211
shares
|
$3.3 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
59,514
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
58,147
shares
|
$3.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
58,022
shares
|
$3.03 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
42,664
shares
|
$2.23 Million
1.29% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40,674
shares
|
$2.12 Million
0.83% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
39,489
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,102
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
38,332
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
36,891
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,287
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
25,075
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|