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 43 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,681
shares
|
$260,189
0.01% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,852
shares
|
$239,994
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,829
shares
|
$239,434
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
9,434
shares
|
$229,812
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
9,000
shares
|
$219,240
0.0% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,581
shares
|
$160,313
0.0% of portfolio
|
Q2 2025
Added 38.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,428
shares
|
$107,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,203
shares
|
$102,385
0.0% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,730
shares
|
$90,862
0.0% of portfolio
|
Q2 2025
Added 488.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,020
shares
|
$73,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
806
shares
|
$19,634
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
288
shares
|
$7,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
256
shares
|
$6,236
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$4,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
110
shares
|
$2,679
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|