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 195 institutions that hold shares in the stock, with a total of 7.68 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
60,054
shares
|
$4.53 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
59,113
shares
|
$4.45 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
55,666
shares
|
$4.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
51,824
shares
|
$3.91 Million
0.61% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
51,084
shares
|
$3.85 Million
0.05% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
49,798
shares
|
$3.75 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,971
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
43,666
shares
|
$3.29 Million
1.25% of portfolio
|
Q1 2025
Added 75.37%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$3.11 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,538
shares
|
$3.05 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
38,081
shares
|
$2.87 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,133
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
33,026
shares
|
$2.49 Million
0.09% of portfolio
|
Q1 2025
Added 602.68%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
30,925
shares
|
$2.33 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
30,779
shares
|
$2.32 Million
0.14% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
30,732
shares
|
$2.32 Million
0.59% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
30,523
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,433
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
29,784
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.46%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
28,984
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
26,920
shares
|
$2.03 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
26,905
shares
|
$2.03 Million
0.91% of portfolio
|
Q1 2025
Added 80.7%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
26,843
shares
|
$2.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
24,224
shares
|
$1.83 Million
0.15% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
24,133
shares
|
$1.82 Million
0.36% of portfolio
|
Q1 2025
Added 1.51%
|