Institutional Ownership Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $95.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,850
shares
|
$529,914
0.0% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,810
shares
|
$479,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,954
shares
|
$339,633
0.08% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
6,209
shares
|
$303,247
0.1% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,122
shares
|
$298,998
0.0% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,040
shares
|
$294,993
0.0% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
5,869
shares
|
$286,641
0.15% of portfolio
|
Q1 2024
Reduced 61.45%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
5,854
shares
|
$285,909
0.29% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,201
shares
|
$254,016
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$244,200
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,961
shares
|
$242,295
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,771
shares
|
$233,015
0.03% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,278
shares
|
$208,937
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,264
shares
|
$208,253
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,152
shares
|
$202,783
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,300
shares
|
$112,332
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,053
shares
|
$100,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,037
shares
|
$99,487
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,050
shares
|
$51,282
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
989
shares
|
$48,302
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
924
shares
|
$45,128
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$39,072
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
736
shares
|
$35,946
0.0% of portfolio
|
Q4 2024
Added 1652.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
716
shares
|
$34,969
0.0% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
636
shares
|
$31,062
0.0% of portfolio
|
Q4 2024
New holding
|