Institutional Ownership Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
815,981
shares
|
$27.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
69,168
shares
|
$2.33 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
51,282
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
25,647
shares
|
$863,790
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
20,500
shares
|
$690,440
0.04% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,822
shares
|
$633,924
0.0% of portfolio
|
Q2 2024
Reduced 48.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,535
shares
|
$556,898
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
7,978
shares
|
$268,699
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,484
shares
|
$49,981
0.0% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,148
shares
|
$38,664
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,021
shares
|
$34,387
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
440
shares
|
$14,819
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
287
shares
|
$9,666
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20
shares
|
$673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|