Institutional Ownership Fidelity Covington Tr Cloud CO (FCLD)
This table provides information about the institutional ownership of Fidelity Covington Tr Cloud CO (FCLD). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 484,342 shares, which have been reported (via 13F filing form) to have a value of $11.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
154,983
shares
|
$3.75 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2024 Q1 2024 |
150,994
shares
|
$3.65 Million
2.99% of portfolio
|
Q1 2024
Added 4.46%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,422
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 48.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
49,879
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
Added 28.39%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
16,207
shares
|
$391,723
0.0% of portfolio
|
Q1 2024
Added 25.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
13,262
shares
|
$320,542
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
9,900
shares
|
$239,283
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
9,360
shares
|
$226,231
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
9,259
shares
|
$223,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
9,125
shares
|
$220,551
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
6,742
shares
|
$162,954
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
420
shares
|
$10,151
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
401
shares
|
$9,692
0.0% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
385
shares
|
$9,305
0.0% of portfolio
|
Q1 2024
Reduced 55.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
3
shares
|
$72
0.0% of portfolio
|
Q1 2024
New holding
|
|