Institutional Ownership Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
348,555
shares
|
$20.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
266,959
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
263,357
shares
|
$15.7 Million
3.12% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
231,306
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
193,177
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
179,052
shares
|
$10.7 Million
0.06% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
134,748
shares
|
$8.04 Million
4.26% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
115,574
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
89,171
shares
|
$5.32 Million
0.03% of portfolio
|
Q3 2025
Added 57.32%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
89,103
shares
|
$5.31 Million
2.06% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
86,729
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
82,547
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,675
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Added 31.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
69,224
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
55,299
shares
|
$3.3 Million
2.65% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
54,043
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
49,130
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
42,565
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.06%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40,674
shares
|
$2.43 Million
0.83% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,102
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,112
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,287
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
31,186
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
28,678
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23,765
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2025
Added 227.57%
|
|