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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,065
shares
|
$368,510
0.03% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,056
shares
|
$368,040
0.01% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
6,932
shares
|
$361,573
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
6,649
shares
|
$346,811
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,630
shares
|
$345,820
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,630
shares
|
$345,820
0.06% of portfolio
|
Q4 2022
Reduced 8.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,391
shares
|
$333,354
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
6,060
shares
|
$316,089
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
5,668
shares
|
$295,642
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,336
shares
|
$278,325
0.09% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
5,328
shares
|
$277,908
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,265
shares
|
$274,622
0.0% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,228
shares
|
$272,692
0.01% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,119
shares
|
$267,007
0.0% of portfolio
|
Q1 2025
Added 895.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,973
shares
|
$259,391
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
4,878
shares
|
$254,436
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,873
shares
|
$254,175
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,422
shares
|
$230,651
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
4,068
shares
|
$212,186
0.17% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
3,713
shares
|
$193,670
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,206
shares
|
$167,224
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,840
shares
|
$95,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$89,037
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,578
shares
|
$82,308
0.0% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,558
shares
|
$81,265
0.0% of portfolio
|
Q1 2025
Added 0.52%
|