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 40 institutions that hold shares in the stock, with a total of 587,992 shares, which have been reported (via 13F filing form) to have a value of $25.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,377
shares
|
$146,156
0.0% of portfolio
|
Q4 2023
Reduced 6.14%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,807
shares
|
$121,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,560
shares
|
$110,796
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
2,407
shares
|
$104,174
0.02% of portfolio
|
Q2 2024
Added 0.33%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,910
shares
|
$82,664
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
1,800
shares
|
$77,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
1,000
shares
|
$43,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
354
shares
|
$15,321
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
331
shares
|
$14,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
120
shares
|
$5,193
0.0% of portfolio
|
Q2 2023
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
100
shares
|
$4,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
53
shares
|
$2,293
0.0% of portfolio
|
Q2 2024
Reduced 48.04%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,164
0.0% of portfolio
|
Q4 2022
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
25
shares
|
$1,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2
shares
|
$86
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|