Institutional Ownership Fidelity Covington Tr Preferre (FPFD)
This table provides information about the institutional ownership of Fidelity Covington Tr Preferre (FPFD). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 484,334 shares, which have been reported (via 13F filing form) to have a value of $10.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
139,180
shares
|
$2.92 Million
1.76% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,668
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,542
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
50,477
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,310
shares
|
$572,963
0.0% of portfolio
|
Q1 2025
Added 43.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,001
shares
|
$419,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,302
shares
|
$300,055
0.0% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
13,850
shares
|
$290,573
0.14% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,371
shares
|
$238,563
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,338
shares
|
$153,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,929
shares
|
$82,430
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,646
shares
|
$76,493
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,003
shares
|
$63,002
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,668
shares
|
$55,974
0.05% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,337
shares
|
$49,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,675
shares
|
$35,141
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37
shares
|
$776
0.0% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|