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 161 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $568 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
6,826
shares
|
$474,953
0.0% of portfolio
|
Q2 2024
Reduced 27.55%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
6,727
shares
|
$468,064
0.22% of portfolio
|
Q2 2024
Added 4.49%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,184
shares
|
$430,282
0.29% of portfolio
|
Q1 2022
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
6,024
shares
|
$419,149
0.0% of portfolio
|
Q2 2024
Added 1.41%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,019
shares
|
$418,802
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
5,890
shares
|
$409,826
0.1% of portfolio
|
Q3 2022
Added 2191.83%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,773
shares
|
$401,685
0.01% of portfolio
|
Q2 2024
New holding
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
5,180
shares
|
$360,424
0.13% of portfolio
|
Q1 2024
Reduced 14.27%
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 26, 2024 Q2 2024 |
5,136
shares
|
$357,362
0.26% of portfolio
|
Q2 2024
Added 3.53%
|
|
Centennial Wealth Advisory LLC
|
Jul 22, 2024 Q2 2024 |
4,827
shares
|
$335,862
0.14% of portfolio
|
Q2 2024
Added 9.26%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
4,277
shares
|
$297,593
0.06% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
4,230
shares
|
$294,323
0.0% of portfolio
|
Q2 2024
Reduced 13.39%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
4,192
shares
|
$291,679
0.0% of portfolio
|
Q2 2024
New holding
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
4,175
shares
|
$290,496
0.09% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
4,128
shares
|
$287,226
0.01% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4,073
shares
|
$283,399
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,059
shares
|
$282,425
0.01% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
4,052
shares
|
$281,938
0.0% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
3,637
shares
|
$253,062
0.08% of portfolio
|
Q2 2024
Added 2.77%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
3,617
shares
|
$251,670
0.0% of portfolio
|
Q4 2023
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$245,686
0.0% of portfolio
|
Q2 2024
Reduced 86.1%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
3,501
shares
|
$243,599
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
3,421
shares
|
$238,033
0.03% of portfolio
|
Q2 2024
Added 0.8%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
3,211
shares
|
$223,421
0.03% of portfolio
|
Q2 2024
Added 0.28%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
3,206
shares
|
$223,073
0.02% of portfolio
|
Q1 2024
New holding
|