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 |
|---|---|---|---|---|---|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,184
shares
|
$466,026
0.29% of portfolio
|
Q1 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,130
shares
|
$461,956
0.0% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
5,890
shares
|
$443,870
0.1% of portfolio
|
Q3 2022
Added 2191.83%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,621
shares
|
$423,598
0.11% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
5,526
shares
|
$416,439
0.14% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
5,504
shares
|
$414,781
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
5,487
shares
|
$413,500
0.3% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
5,395
shares
|
$406,567
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,045
shares
|
$380,191
0.02% of portfolio
|
Q1 2025
Added 35.98%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
5,041
shares
|
$379,889
0.57% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
4,613
shares
|
$347,635
0.06% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,432
shares
|
$333,995
0.0% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
4,175
shares
|
$314,628
0.1% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
4,160
shares
|
$313,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,119
shares
|
$310,407
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,102
shares
|
$309,126
0.0% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,027
shares
|
$303,474
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,022
shares
|
$303,097
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,924
shares
|
$295,712
0.02% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,741
shares
|
$281,921
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,735
shares
|
$281,469
0.0% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
3,726
shares
|
$280,791
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
3,598
shares
|
$271,145
0.09% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,502
shares
|
$263,910
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,502
shares
|
$263,910
0.1% of portfolio
|
Q1 2025
New holding
|