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 14 institutions that hold shares in the stock, with a total of 127,703 shares, which have been reported (via 13F filing form) to have a value of $2.85 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
50,122
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 22.36%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
38,764
shares
|
$864,049
0.0% of portfolio
|
Q2 2024
Added 2.8%
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
12,125
shares
|
$270,266
0.13% of portfolio
|
Q2 2024
Added 24.04%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
11,948
shares
|
$266,320
0.0% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
4,214
shares
|
$93,930
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,936
shares
|
$87,733
0.0% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
2,337
shares
|
$52,091
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,719
shares
|
$38,316
0.0% of portfolio
|
Q2 2023
Added 3.0%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$22,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$22,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
475
shares
|
$10,587
0.01% of portfolio
|
Q2 2024
Added 89.24%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
42
shares
|
$936
0.0% of portfolio
|
Q1 2024
Reduced 36.84%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
10
shares
|
$222
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|