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 210 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $645 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
60,427
shares
|
$4.94 Million
0.34% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
57,360
shares
|
$4.69 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
52,981
shares
|
$4.33 Million
0.11% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
48,645
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
46,413
shares
|
$3.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
43,295
shares
|
$3.54 Million
0.1% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$3.37 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
37,608
shares
|
$3.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,859
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
32,935
shares
|
$2.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
32,900
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
30,679
shares
|
$2.51 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
30,506
shares
|
$2.5 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,156
shares
|
$2.47 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
30,012
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
29,376
shares
|
$2.4 Million
0.95% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
26,726
shares
|
$2.19 Million
0.43% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
26,637
shares
|
$2.18 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
23,133
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
22,508
shares
|
$1.84 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22,244
shares
|
$1.82 Million
0.16% of portfolio
|
Q2 2025
Added 47.97%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
21,010
shares
|
$1.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,209
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
19,888
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,282
shares
|
$1.5 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.45%
|