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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
94,046
shares
|
$4.93 Million
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
91,786
shares
|
$4.81 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
90,395
shares
|
$4.74 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
90,365
shares
|
$4.74 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
71,369
shares
|
$3.74 Million
0.0% of portfolio
|
Q1 2025
Added 49.42%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
65,318
shares
|
$3.42 Million
0.93% of portfolio
|
Q1 2025
Added 213.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,660
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Added 105.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
58,810
shares
|
$3.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
58,233
shares
|
$3.05 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
56,798
shares
|
$2.98 Million
2.92% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
53,142
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
51,857
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Added 42.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
50,342
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
48,204
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
47,312
shares
|
$2.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
44,353
shares
|
$2.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,466
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
40,929
shares
|
$2.15 Million
0.08% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
38,851
shares
|
$2.04 Million
1.04% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
37,640
shares
|
$1.97 Million
0.33% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,480
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
37,389
shares
|
$1.96 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
36,617
shares
|
$1.92 Million
0.13% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
33,998
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Added 3.96%
|