Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
429,872
shares
|
$8.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
381,148
shares
|
$7.71 Million
3.6% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
194,451
shares
|
$3.94 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
103,430
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Added 29.55%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
82,721
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
76,875
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
73,613
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
58,804
shares
|
$1.19 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
55,260
shares
|
$1.12 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,726
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$774,807
0.93% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
22,370
shares
|
$452,768
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
16,896
shares
|
$341,975
0.28% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,693
shares
|
$337,866
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
16,603
shares
|
$336,044
0.04% of portfolio
|
Q3 2024
Added 34.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
16,549
shares
|
$334,951
0.0% of portfolio
|
Q3 2024
Reduced 22.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,154
shares
|
$326,956
0.0% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,773
shares
|
$319,245
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
15,456
shares
|
$312,829
0.03% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,360
shares
|
$310,886
0.0% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,883
shares
|
$260,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,050
shares
|
$243,891
0.22% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,852
shares
|
$199,404
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$182,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,203
shares
|
$85,068
0.01% of portfolio
|
Q1 2024
Reduced 5.34%
|