Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $94.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,213,206
shares
|
$27.2 Million
0.16% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,128,408
shares
|
$25.3 Million
0.04% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
227,468
shares
|
$5.1 Million
1.22% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
214,809
shares
|
$4.81 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
193,372
shares
|
$4.33 Million
0.03% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
184,683
shares
|
$4.14 Million
1.5% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
160,328
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
147,049
shares
|
$3.3 Million
0.04% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
104,635
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,900
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
61,591
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
53,831
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
45,800
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
41,603
shares
|
$932,323
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
36,831
shares
|
$825,382
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
35,619
shares
|
$798,221
0.03% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
28,995
shares
|
$649,777
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,600
shares
|
$596,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,555
shares
|
$438,227
0.01% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
19,472
shares
|
$436,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,100
shares
|
$383,211
0.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,252
shares
|
$364,207
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
14,359
shares
|
$321,785
0.18% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,239
shares
|
$319,095
0.0% of portfolio
|
Q4 2024
Added 49.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,893
shares
|
$288,932
0.03% of portfolio
|
Q3 2024
Reduced 64.34%
|