Institutional Ownership Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,400
shares
|
$631,592
0.17% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
10,255
shares
|
$622,786
0.05% of portfolio
|
Q2 2024
Reduced 44.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,128
shares
|
$615,073
0.03% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
9,736
shares
|
$591,267
0.07% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
9,391
shares
|
$570,315
0.02% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
9,172
shares
|
$557,015
0.06% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,878
shares
|
$539,160
0.0% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$527,136
0.21% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,596
shares
|
$522,035
0.03% of portfolio
|
Q3 2024
Added 28.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,132
shares
|
$493,856
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
8,057
shares
|
$489,301
0.03% of portfolio
|
Q2 2024
Added 72.86%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,284
shares
|
$442,357
0.0% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$436,102
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
7,155
shares
|
$434,523
0.0% of portfolio
|
Q2 2024
Reduced 11.27%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
6,167
shares
|
$374,521
0.03% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,875
shares
|
$356,788
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,571
shares
|
$338,326
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
5,560
shares
|
$337,658
0.12% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$314,581
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
4,838
shares
|
$293,811
0.01% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
4,824
shares
|
$292,961
0.16% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$290,350
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
4,681
shares
|
$284,277
0.05% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
4,560
shares
|
$276,928
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
4,065
shares
|
$246,867
0.01% of portfolio
|
Q4 2023
New holding
|