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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,702
shares
|
$593,476
0.0% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,524
shares
|
$581,336
0.08% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,343
shares
|
$568,992
0.02% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,282
shares
|
$564,832
0.02% of portfolio
|
Q4 2018
Reduced 96.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,883
shares
|
$537,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
7,179
shares
|
$489,607
0.27% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,051
shares
|
$480,878
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,938
shares
|
$473,171
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,836
shares
|
$466,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
6,744
shares
|
$459,940
0.0% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,727
shares
|
$458,781
0.23% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
6,693
shares
|
$456,462
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,368
shares
|
$434,297
0.08% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,184
shares
|
$421,748
0.29% of portfolio
|
Q1 2022
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,890
shares
|
$401,698
0.1% of portfolio
|
Q3 2022
Added 2191.83%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,645
shares
|
$384,989
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
5,567
shares
|
$379,669
0.29% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,564
shares
|
$379,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,395
shares
|
$367,939
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,120
shares
|
$349,184
0.14% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
5,041
shares
|
$343,796
0.56% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,994
shares
|
$340,590
0.0% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,828
shares
|
$329,269
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,714
shares
|
$321,494
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$320,540
0.02% of portfolio
|
Q4 2024
Added 63.82%
|