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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,318
shares
|
$276,046
0.01% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,965
shares
|
$245,725
0.01% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
10,536
shares
|
$236,111
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
10,477
shares
|
$234,789
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,626
shares
|
$215,718
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,596
shares
|
$215,046
0.0% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,407
shares
|
$210,810
0.0% of portfolio
|
Q3 2024
Added 35.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,811
shares
|
$197,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
8,600
shares
|
$192,726
0.0% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,533
shares
|
$191,224
0.01% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,426
shares
|
$188,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$65,526
0.0% of portfolio
|
Q3 2024
Added 2166.67%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,099
shares
|
$47,038
0.02% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,597
shares
|
$35,788
0.01% of portfolio
|
Q3 2023
Added 130.45%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,105
shares
|
$24,763
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
845
shares
|
$18,936
0.0% of portfolio
|
Q1 2024
Reduced 86.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
716
shares
|
$16,045
0.0% of portfolio
|
Q3 2024
Added 291.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
600
shares
|
$13,446
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
550
shares
|
$12,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|