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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3,786
shares
|
$254,684
0.09% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
3,785
shares
|
$254,616
0.01% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,757
shares
|
$252,733
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
3,654
shares
|
$245,804
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,550
shares
|
$238,808
0.0% of portfolio
|
Q1 2025
Added 153.57%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
3,488
shares
|
$234,637
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,242
shares
|
$218,089
0.0% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
3,200
shares
|
$215,264
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,153
shares
|
$212,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,775
shares
|
$186,674
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,701
shares
|
$181,696
0.0% of portfolio
|
Q1 2025
Added 562.01%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
2,570
shares
|
$172,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,440
shares
|
$164,138
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,248
shares
|
$151,222
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,138
shares
|
$143,823
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,074
shares
|
$139,517
0.0% of portfolio
|
Q1 2025
Added 28.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,976
shares
|
$132,925
0.0% of portfolio
|
Q4 2024
Added 868.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,916
shares
|
$128,889
0.02% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,182
shares
|
$79,513
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,071
shares
|
$72,046
0.0% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,056
shares
|
$71,037
0.04% of portfolio
|
Q1 2025
Added 99.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
943
shares
|
$63,435
0.0% of portfolio
|
Q1 2025
Added 67.5%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
877
shares
|
$58,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
834
shares
|
$56,103
0.0% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
800
shares
|
$53,816
0.01% of portfolio
|
Q3 2023
Added 60.0%
|