Institutional Ownership Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.89 Million shares, which have been reported (via 13F filing form) to have a value of $48.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
749,253
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2024
Added 32.33%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
633,680
shares
|
$16.4 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
78,691
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2024
Added 70.32%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
65,314
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2024
Added 43.61%
|
|
Cadent Capital Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
53,215
shares
|
$1.38 Million
0.54% of portfolio
|
Q2 2024
Added 43.17%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
48,377
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
41,590
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 68.87%
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
40,688
shares
|
$1.05 Million
0.85% of portfolio
|
Q3 2024
Added 10.31%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
35,825
shares
|
$925,718
0.03% of portfolio
|
Q4 2020
Reduced 24.3%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
29,892
shares
|
$772,409
0.0% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,390
shares
|
$630,237
0.02% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 12, 2024 Q2 2024 |
19,349
shares
|
$499,978
0.2% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
14,307
shares
|
$369,692
0.0% of portfolio
|
Q2 2024
Added 33.8%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
13,838
shares
|
$357,573
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
13,737
shares
|
$354,964
0.0% of portfolio
|
Q2 2024
Added 5.16%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,857
shares
|
$254,704
0.01% of portfolio
|
Q3 2024
Added 14.13%
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
7,744
shares
|
$200,104
0.07% of portfolio
|
Q3 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
3,415
shares
|
$88,243
0.0% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,333
shares
|
$86,124
0.0% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,008
shares
|
$51,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,657
shares
|
$42,816
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,000
shares
|
$25,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
687
shares
|
$17,752
0.0% of portfolio
|
Q4 2023
Reduced 99.85%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
201
shares
|
$5,193
0.0% of portfolio
|
Q2 2024
Added 20000.0%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
178
shares
|
$4,599
0.0% of portfolio
|
Q4 2022
New holding
|