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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,535
shares
|
$228,473
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
4,532
shares
|
$228,322
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,426
shares
|
$222,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
4,316
shares
|
$217,440
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,185
shares
|
$210,840
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,648
shares
|
$183,786
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,641
shares
|
$183,433
0.01% of portfolio
|
Q4 2024
Added 151.45%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,442
shares
|
$173,407
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,987
shares
|
$150,485
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,986
shares
|
$150,434
0.04% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,743
shares
|
$138,192
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,670
shares
|
$134,514
0.0% of portfolio
|
Q4 2024
Added 394.44%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,580
shares
|
$129,980
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,556
shares
|
$128,771
0.0% of portfolio
|
Q4 2024
Added 264.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,436
shares
|
$122,725
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,104
shares
|
$105,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,885
shares
|
$94,966
0.0% of portfolio
|
Q2 2022
Reduced 2.58%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,535
shares
|
$77,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$72,547
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,374
shares
|
$69,222
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,200
shares
|
$60,456
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,055
shares
|
$53,150
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,028
shares
|
$51,790
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,011
shares
|
$50,934
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,011
shares
|
$50,934
0.0% of portfolio
|
Q4 2024
Reduced 3.62%
|