Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,404,346
shares
|
$231 Million
2.46% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,255,849
shares
|
$118 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,332,123
shares
|
$69.8 Million
0.28% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
435,448
shares
|
$22.8 Million
0.03% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
418,717
shares
|
$22 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
332,473
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
259,366
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
217,111
shares
|
$11.4 Million
1.27% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
198,496
shares
|
$10.4 Million
1.92% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
177,159
shares
|
$9.29 Million
0.0% of portfolio
|
Q1 2025
Added 54.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
176,452
shares
|
$9.25 Million
0.43% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$8.27 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
152,488
shares
|
$7.99 Million
0.0% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
145,086
shares
|
$7.61 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
133,169
shares
|
$6.98 Million
4.39% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
129,659
shares
|
$6.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
122,630
shares
|
$6.43 Million
0.06% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
122,003
shares
|
$6.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
114,419
shares
|
$6 Million
2.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
114,210
shares
|
$5.99 Million
1.57% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
112,517
shares
|
$5.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.8 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
103,058
shares
|
$5.4 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
103,058
shares
|
$5.4 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
99,180
shares
|
$5.2 Million
0.02% of portfolio
|
Q1 2025
Added 12.75%
|