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 121 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $746 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,814
shares
|
$682,038
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,670
shares
|
$672,956
0.24% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
10,634
shares
|
$670,686
0.38% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,400
shares
|
$655,928
0.17% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
10,255
shares
|
$646,782
0.05% of portfolio
|
Q2 2024
Reduced 44.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,128
shares
|
$638,772
0.03% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,459
shares
|
$596,579
0.04% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
9,391
shares
|
$592,290
0.02% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,260
shares
|
$584,028
0.06% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,912
shares
|
$562,079
0.0% of portfolio
|
Q3 2024
Reduced 52.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,878
shares
|
$559,935
0.0% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$547,447
0.21% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,596
shares
|
$542,149
0.03% of portfolio
|
Q3 2024
Added 28.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,132
shares
|
$512,885
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,403
shares
|
$466,907
0.0% of portfolio
|
Q3 2024
Added 121.91%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,284
shares
|
$459,401
0.0% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,182
shares
|
$452,968
0.0% of portfolio
|
Q3 2024
Reduced 32.44%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$452,905
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,074
shares
|
$446,157
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,060
shares
|
$445,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
6,167
shares
|
$388,952
0.03% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,034
shares
|
$380,564
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,875
shares
|
$370,536
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
5,571
shares
|
$351,362
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
5,560
shares
|
$350,669
0.12% of portfolio
|
Q3 2024
Reduced 5.84%
|