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 41 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $79.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,711
shares
|
$202,722
0.0% of portfolio
|
Q3 2024
Added 250.5%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
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
|
May 14, 2025 Q1 2025 |
5,290
shares
|
$139,074
0.0% of portfolio
|
Q1 2025
Added 106.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,334
shares
|
$87,650
0.0% of portfolio
|
Q4 2024
Added 398.35%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,617
shares
|
$42,510
0.01% of portfolio
|
Q1 2025
Added 769.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,225
shares
|
$32,205
0.0% of portfolio
|
Q4 2024
Added 61.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
855
shares
|
$22,477
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
356
shares
|
$9,359
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
111
shares
|
$2,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
111
shares
|
$2,918
0.0% of portfolio
|
Q1 2025
Reduced 67.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
71
shares
|
$1,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
50
shares
|
$1,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
47
shares
|
$1,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13
shares
|
$341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|