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 215 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
9,026
shares
|
$469,171
0.17% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,871
shares
|
$461,114
0.01% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
8,820
shares
|
$458,463
0.14% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,795
shares
|
$457,164
0.0% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,781
shares
|
$456,436
0.0% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
8,600
shares
|
$447,028
0.02% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,564
shares
|
$445,156
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,405
shares
|
$436,891
0.0% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
8,376
shares
|
$435,384
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
8,375
shares
|
$435,332
0.0% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,342
shares
|
$433,617
0.11% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,189
shares
|
$425,664
0.22% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,058
shares
|
$418,854
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,906
shares
|
$410,953
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,606
shares
|
$395,359
0.03% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,400
shares
|
$384,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
7,117
shares
|
$369,941
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,890
shares
|
$358,142
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
6,826
shares
|
$354,815
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$345,511
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
6,456
shares
|
$335,582
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
6,406
shares
|
$332,983
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$322,795
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
6,127
shares
|
$318,481
0.09% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,977
shares
|
$310,684
0.01% of portfolio
|
Q2 2025
Added 2.57%
|