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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
32,134
shares
|
$2.16 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
31,663
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,579
shares
|
$2.06 Million
3.11% of portfolio
|
Q3 2022
Reduced 5.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
30,523
shares
|
$2.05 Million
0.67% of portfolio
|
Q3 2023
Reduced 48.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,270
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,046
shares
|
$1.75 Million
0.78% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,028
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
25,028
shares
|
$1.68 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
24,827
shares
|
$1.67 Million
1.38% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
24,795
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
21,387
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,202
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,842
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,508
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
19,002
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,268
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 89.86%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
17,928
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,632
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
15,984
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,586
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,475
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
14,737
shares
|
$991,357
0.0% of portfolio
|
Q1 2025
Reduced 44.43%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
14,490
shares
|
$974,742
0.01% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,905
shares
|
$935,389
0.02% of portfolio
|
Q1 2025
Added 285.93%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
13,514
shares
|
$909,086
0.14% of portfolio
|
Q1 2025
Reduced 3.83%
|