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 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,714
shares
|
$324,417
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$323,453
0.02% of portfolio
|
Q4 2024
Added 63.82%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,488
shares
|
$308,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
4,326
shares
|
$297,715
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,250
shares
|
$292,485
0.0% of portfolio
|
Q4 2024
Added 210.9%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,175
shares
|
$287,323
0.09% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,142
shares
|
$285,052
0.0% of portfolio
|
Q4 2024
Reduced 46.73%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,107
shares
|
$282,643
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,950
shares
|
$271,839
0.01% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,799
shares
|
$261,447
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,710
shares
|
$255,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
3,565
shares
|
$245,343
0.09% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,501
shares
|
$240,938
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,452
shares
|
$237,566
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,412
shares
|
$234,813
0.0% of portfolio
|
Q4 2024
Added 384.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,327
shares
|
$228,964
0.01% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,325
shares
|
$228,826
0.0% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,302
shares
|
$227,243
0.0% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,206
shares
|
$220,636
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,107
shares
|
$213,823
0.0% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,084
shares
|
$212,240
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
2,996
shares
|
$206,184
0.03% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,962
shares
|
$203,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,886
shares
|
$198,614
0.05% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
2,842
shares
|
$195,586
0.08% of portfolio
|
Q4 2024
Reduced 1.18%
|