Institutional Ownership Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 5.71 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,101,531
shares
|
$74.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
944,390
shares
|
$63.5 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
555,932
shares
|
$37.4 Million
0.18% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
280,726
shares
|
$18.9 Million
3.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
240,921
shares
|
$16.2 Million
2.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
239,311
shares
|
$16.1 Million
0.89% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
177,240
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 357.37%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
172,317
shares
|
$11.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
152,410
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
128,652
shares
|
$8.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
114,995
shares
|
$7.74 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
108,352
shares
|
$7.29 Million
0.01% of portfolio
|
Q1 2025
Added 41.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
101,624
shares
|
$6.84 Million
0.64% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
75,147
shares
|
$5.06 Million
0.05% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
63,810
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2025
Added 26.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
63,577
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2025
Added 17.71%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
61,667
shares
|
$4.15 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
54,469
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Added 318.45%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
51,832
shares
|
$3.49 Million
0.06% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
45,359
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
42,572
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Added 247.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
41,071
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,175
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
36,820
shares
|
$2.48 Million
0.88% of portfolio
|
Q1 2023
Reduced 11.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
33,739
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|