Institutional Ownership Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
251
shares
|
$11,214
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
207
shares
|
$9,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
200
shares
|
$8,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
83
shares
|
$3,708
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
50
shares
|
$2,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
44
shares
|
$1,965
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
43
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,072
0.0% of portfolio
|
Q2 2024
Reduced 97.69%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
14
shares
|
$625
0.0% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14
shares
|
$625
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12
shares
|
$536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$44
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|