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 195 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $709 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
31,535
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.08%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
30,790
shares
|
$1.55 Million
0.84% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
29,306
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
29,081
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,824
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,714
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
27,645
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
27,140
shares
|
$1.37 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
26,611
shares
|
$1.34 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
26,516
shares
|
$1.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
25,310
shares
|
$1.28 Million
0.23% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
24,439
shares
|
$1.23 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,128
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
23,477
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
21,376
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
20,924
shares
|
$1.05 Million
0.44% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
20,845
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
19,547
shares
|
$984,777
0.01% of portfolio
|
Q4 2024
Added 149.93%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
18,127
shares
|
$913,238
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
17,929
shares
|
$903,263
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
17,922
shares
|
$902,910
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,474
shares
|
$880,340
0.0% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16,874
shares
|
$850,112
0.0% of portfolio
|
Q4 2024
Added 4423.86%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
16,262
shares
|
$819,279
0.1% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,162
shares
|
$814,241
0.46% of portfolio
|
Q2 2022
Added 14.89%
|