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 133 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,903
shares
|
$136,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,465
shares
|
$105,230
0.0% of portfolio
|
Q2 2025
Added 827.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,294
shares
|
$92,948
0.0% of portfolio
|
Q2 2025
Added 37.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,160
shares
|
$83,322
0.0% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
923
shares
|
$66,299
0.0% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
836
shares
|
$60,049
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
834
shares
|
$59,906
0.0% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
800
shares
|
$57,464
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
763
shares
|
$54,806
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
660
shares
|
$47,407
0.0% of portfolio
|
Q2 2025
Reduced 72.95%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
525
shares
|
$37,710
0.02% of portfolio
|
Q2 2025
Reduced 50.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
478
shares
|
$34,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
465
shares
|
$33,400
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
401
shares
|
$28,803
0.0% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
375
shares
|
$26,936
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
299
shares
|
$21,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
281
shares
|
$20,184
0.0% of portfolio
|
Q2 2025
Reduced 85.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$17,957
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
185
shares
|
$13,288
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
121
shares
|
$8,691
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
108
shares
|
$7,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
97
shares
|
$6,967
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
57
shares
|
$4,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
54
shares
|
$3,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
49
shares
|
$3,519
0.0% of portfolio
|
Q2 2025
New holding
|