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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
399
shares
|
$19,487
0.0% of portfolio
|
Q3 2024
Added 63.52%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
265
shares
|
$12,942
0.01% of portfolio
|
Q3 2024
Added 120.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
225
shares
|
$10,989
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
198
shares
|
$9,670
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
165
shares
|
$8,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107
shares
|
$5,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
107
shares
|
$5,225
0.0% of portfolio
|
Q2 2023
Reduced 71.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
89
shares
|
$4,346
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
83
shares
|
$4,053
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80
shares
|
$3,907
0.0% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
8
shares
|
$390
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3
shares
|
$146
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|