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 46 institutions that hold shares in the stock, with a total of 677,718 shares, which have been reported (via 13F filing form) to have a value of $31.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,500
shares
|
$209,700
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,838
shares
|
$178,850
0.01% of portfolio
|
Q1 2025
Reduced 39.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,774
shares
|
$175,868
0.01% of portfolio
|
Q2 2024
Reduced 40.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,671
shares
|
$171,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,429
shares
|
$113,191
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,140
shares
|
$99,724
0.0% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,546
shares
|
$72,043
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
358
shares
|
$16,682
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
350
shares
|
$16,310
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
331
shares
|
$15,424
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
246
shares
|
$11,463
0.0% of portfolio
|
Q1 2025
Reduced 76.97%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
235
shares
|
$10,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
182
shares
|
$8,481
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
105
shares
|
$4,893
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
100
shares
|
$4,660
0.0% of portfolio
|
Q1 2025
Reduced 86.01%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
53
shares
|
$2,469
0.0% of portfolio
|
Q2 2024
Reduced 48.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,330
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2025
Reduced 99.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|