Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 9.7 Million shares, which have been reported (via 13F filing form) to have a value of $905 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
19,050
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,912
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,433
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
18,418
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,882
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
16,397
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 163870.0%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
15,602
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 48.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
15,491
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,232
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,670
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,590
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
13,839
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,771
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,658
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
12,088
shares
|
$1.13 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,205
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,126
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
11,124
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Added 40.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,886
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,625
shares
|
$991,737
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,986
shares
|
$932,093
0.13% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
9,537
shares
|
$890,183
0.15% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
9,533
shares
|
$889,810
0.03% of portfolio
|
Q3 2024
Added 79341.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,297
shares
|
$867,781
0.0% of portfolio
|
Q3 2024
Added 97.18%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
9,173
shares
|
$856,207
0.18% of portfolio
|
Q3 2024
Added 5.84%
|