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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,537
shares
|
$80,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,467
shares
|
$76,518
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,410
shares
|
$73,545
0.0% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,046
shares
|
$54,559
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
800
shares
|
$41,728
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
727
shares
|
$37,920
0.0% of portfolio
|
Q2 2020
Reduced 55.98%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
678
shares
|
$35,364
0.0% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
583
shares
|
$30,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
521
shares
|
$27,175
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
516
shares
|
$26,914
0.0% of portfolio
|
Q4 2023
Reduced 75.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
500
shares
|
$26,080
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
402
shares
|
$20,968
0.0% of portfolio
|
Q3 2023
Reduced 33.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
379
shares
|
$19,768
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
300
shares
|
$15,647
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
272
shares
|
$14,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
267
shares
|
$13,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
180
shares
|
$9,388
0.0% of portfolio
|
Q2 2020
Reduced 87.84%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
127
shares
|
$6,624
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
84
shares
|
$4,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
80
shares
|
$4,172
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
75
shares
|
$3,911
0.0% of portfolio
|
Q1 2024
Reduced 99.83%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$1,408
0.0% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
14
shares
|
$730
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|