Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
1,885,060
shares
|
$142 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
1,489,184
shares
|
$113 Million
0.55% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
695,974
shares
|
$52.6 Million
0.5% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
624,341
shares
|
$47.2 Million
0.04% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
258,178
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
212,975
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
174,149
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2024
Added 18.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
155,251
shares
|
$11.7 Million
0.68% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
122,651
shares
|
$9.27 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
122,347
shares
|
$9.25 Million
0.0% of portfolio
|
Q2 2024
Added 17.97%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
117,256
shares
|
$8.86 Million
2.94% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
92,640
shares
|
$7 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
90,208
shares
|
$6.82 Million
0.0% of portfolio
|
Q2 2024
Added 21.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
88,345
shares
|
$6.68 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
82,866
shares
|
$6.26 Million
0.85% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
82,168
shares
|
$6.21 Million
0.0% of portfolio
|
Q2 2024
Added 9.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
80,076
shares
|
$6.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,521
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
72,590
shares
|
$5.49 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.41 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
65,018
shares
|
$4.91 Million
0.29% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
61,400
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2024
Reduced 18.75%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
57,581
shares
|
$4.35 Million
2.5% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
56,660
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2024
Added 1.75%
|