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 191 institutions that hold shares in the stock, with a total of 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
50,529
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 713.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
49,835
shares
|
$3.43 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
47,548
shares
|
$3.27 Million
0.62% of portfolio
|
Q4 2024
Added 37.34%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
46,306
shares
|
$3.19 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
45,835
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$2.84 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
39,251
shares
|
$2.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
31,164
shares
|
$2.14 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,410
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 25.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
30,377
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
30,333
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
30,054
shares
|
$2.07 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
28,171
shares
|
$1.94 Million
0.17% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
28,117
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
27,186
shares
|
$1.87 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
27,125
shares
|
$1.87 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
24,899
shares
|
$1.71 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
23,838
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
23,775
shares
|
$1.64 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
23,734
shares
|
$1.63 Million
0.71% of portfolio
|
Q4 2024
Added 70.99%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,429
shares
|
$1.61 Million
0.8% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
22,244
shares
|
$1.53 Million
0.15% of portfolio
|
Q4 2024
Added 48.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,433
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
19,959
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,946
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|