Institutional Ownership Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
354,974
shares
|
$9.33 Million
2.57% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
185,846
shares
|
$4.89 Million
0.95% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
180,673
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
83,521
shares
|
$2.2 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
53,747
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
46,350
shares
|
$1.22 Million
0.99% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
45,614
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
41,697
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,480
shares
|
$643,579
0.0% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,988
shares
|
$578,064
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
18,105
shares
|
$475,980
0.0% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
16,895
shares
|
$444,169
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,258
shares
|
$401,132
0.0% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
13,225
shares
|
$347,685
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,150
shares
|
$319,423
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,870
shares
|
$285,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,747
shares
|
$282,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
10,549
shares
|
$277,333
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,778
shares
|
$204,483
0.0% of portfolio
|
Q4 2024
Added 785.88%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,711
shares
|
$202,722
0.0% of portfolio
|
Q3 2024
Added 250.5%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
7,450
shares
|
$195,860
0.0% of portfolio
|
Q4 2024
Added 49.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,891
shares
|
$181,164
0.0% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,568
shares
|
$67,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$32,205
0.0% of portfolio
|
Q4 2024
Added 61.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
854
shares
|
$22,451
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|