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 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $470 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,507
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
19,399
shares
|
$1.32 Million
0.85% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
19,336
shares
|
$1.32 Million
0.42% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,831
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
17,973
shares
|
$1.23 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,263
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,547
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
15,035
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
14,889
shares
|
$1.02 Million
0.48% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
14,858
shares
|
$1.01 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
14,779
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
14,188
shares
|
$967,621
0.04% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
13,000
shares
|
$886,600
0.26% of portfolio
|
Q2 2023
Reduced 9.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
11,997
shares
|
$818,195
0.0% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
11,976
shares
|
$816,763
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,929
shares
|
$813,557
0.02% of portfolio
|
Q4 2024
Reduced 80.57%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,597
shares
|
$790,915
0.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,020
shares
|
$751,564
0.04% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,851
shares
|
$740,038
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
10,707
shares
|
$730,217
0.09% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,424
shares
|
$710,916
0.01% of portfolio
|
Q4 2024
Added 47.67%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,119
shares
|
$690,115
0.03% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,070
shares
|
$686,774
0.01% of portfolio
|
Q4 2024
Added 30.19%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
9,985
shares
|
$680,977
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
9,242
shares
|
$630,304
0.03% of portfolio
|
Q4 2024
Reduced 4.44%
|