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 112 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $447 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
180
shares
|
$10,645
0.0% of portfolio
|
Q2 2022
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
153
shares
|
$9,048
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
150
shares
|
$8,871
0.0% of portfolio
|
Q2 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
80
shares
|
$4,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
61
shares
|
$3,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
52
shares
|
$3,075
0.0% of portfolio
|
Q2 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
32
shares
|
$1,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
28
shares
|
$1,655
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
25
shares
|
$1,478
0.0% of portfolio
|
Q2 2024
Reduced 91.17%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
18
shares
|
$1,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$59
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|