Institutional Ownership Fidelity Covington Tr Stocks F (FCPI)
This table provides information about the institutional ownership of Fidelity Covington Tr Stocks F (FCPI). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 499,338 shares, which have been reported (via 13F filing form) to have a value of $20.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
88,842
shares
|
$3.66 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
56,695
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2024
Added 25.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
45,426
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
35,763
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Added 9.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
32,868
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
29,206
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
27,498
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
20,905
shares
|
$860,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
20,905
shares
|
$860,240
0.04% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
15,364
shares
|
$632,228
0.27% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
13,950
shares
|
$574,042
0.01% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,513
shares
|
$556,059
0.0% of portfolio
|
Q1 2024
Reduced 30.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
12,078
shares
|
$497,009
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,907
shares
|
$407,673
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
9,525
shares
|
$391,953
0.0% of portfolio
|
Q1 2024
Added 64.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
8,940
shares
|
$367,881
0.01% of portfolio
|
Q4 2023
Reduced 23.85%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Apr 15, 2024 Q1 2024 |
8,940
shares
|
$367,881
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
8,182
shares
|
$336,689
0.01% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
7,825
shares
|
$321,998
0.01% of portfolio
|
Q4 2023
Reduced 16.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
5,897
shares
|
$242,661
0.0% of portfolio
|
Q1 2024
Reduced 68.15%
|
|
|
17 Capital Partners, LLC
|
Apr 11, 2024 Q1 2024 |
5,210
shares
|
$214,391
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 07, 2024 Q1 2024 |
5,077
shares
|
$208,918
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
4,500
shares
|
$185,175
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,377
shares
|
$138,963
0.0% of portfolio
|
Q4 2023
Reduced 6.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,560
shares
|
$105,344
0.0% of portfolio
|
Q1 2024
New holding
|
|