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 180 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $497 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
96,424
shares
|
$4.72 Million
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
93,656
shares
|
$4.59 Million
0.97% of portfolio
|
Q4 2024
Added 3.61%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
91,846
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
88,532
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.58 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
63,542
shares
|
$3.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
59,643
shares
|
$2.92 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
55,573
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
50,821
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
48,975
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
47,436
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
42,516
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,862
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 30.89%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
38,894
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2024
Added 20.05%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,480
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
36,259
shares
|
$1.78 Million
1.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
35,613
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
35,539
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 4.9%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,500
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
31,535
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.08%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
30,295
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Added 8.75%
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,996
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,824
shares
|
$1.41 Million
0.55% of portfolio
|
Q3 2024
Added 22.41%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,727
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
28,306
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.89%
|