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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
8,422
shares
|
$424,300
0.12% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
8,097
shares
|
$407,926
0.22% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
8,075
shares
|
$406,818
0.04% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,071
shares
|
$406,616
0.04% of portfolio
|
Q1 2025
Added 100787.5%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,066
shares
|
$406,365
0.0% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,809
shares
|
$393,417
0.01% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
7,382
shares
|
$371,905
0.0% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,326
shares
|
$369,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,273
shares
|
$366,413
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
7,271
shares
|
$366,312
0.09% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
6,826
shares
|
$343,893
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,812
shares
|
$343,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,708
shares
|
$337,949
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
6,672
shares
|
$336,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$334,875
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,499
shares
|
$327,419
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,430
shares
|
$323,943
0.02% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$312,859
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,797
shares
|
$292,052
0.0% of portfolio
|
Q4 2024
Added 97.38%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,712
shares
|
$287,770
0.09% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,660
shares
|
$285,150
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
5,003
shares
|
$252,051
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,922
shares
|
$247,970
0.01% of portfolio
|
Q2 2024
Reduced 74.05%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,905
shares
|
$247,113
0.02% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$245,955
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|