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 |
---|---|---|---|---|---|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,811
shares
|
$302,055
0.27% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
5,726
shares
|
$297,637
0.06% of portfolio
|
Q2 2025
Added 35.72%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,583
shares
|
$290,204
0.02% of portfolio
|
Q2 2025
Added 13.8%
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,372
shares
|
$279,236
0.02% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,309
shares
|
$275,961
0.01% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,045
shares
|
$262,239
0.0% of portfolio
|
Q2 2025
Added 4.32%
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
5,003
shares
|
$260,055
0.05% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$253,766
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
4,715
shares
|
$245,085
0.03% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,690
shares
|
$243,786
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
4,632
shares
|
$240,771
0.08% of portfolio
|
Q1 2025
Added 2.21%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,561
shares
|
$237,080
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,535
shares
|
$235,729
0.05% of portfolio
|
Q1 2024
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,533
shares
|
$235,625
0.01% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,389
shares
|
$228,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
4,365
shares
|
$226,892
0.15% of portfolio
|
Q2 2025
Added 0.58%
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,122
shares
|
$214,261
0.01% of portfolio
|
Q2 2025
Added 108.08%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,997
shares
|
$207,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,951
shares
|
$205,372
0.4% of portfolio
|
Q2 2025
New holding
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,937
shares
|
$204,645
0.03% of portfolio
|
Q2 2025
New holding
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,913
shares
|
$203,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,913
shares
|
$203,397
0.04% of portfolio
|
Q2 2025
New holding
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,699
shares
|
$192,274
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,445
shares
|
$179,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,412
shares
|
$177,355
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|