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 95 institutions that hold shares in the stock, with a total of 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
832,245
shares
|
$43.7 Million
1.91% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
415,926
shares
|
$21.9 Million
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
263,357
shares
|
$13.8 Million
3.12% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
250,329
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
218,897
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
194,964
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
166,803
shares
|
$8.77 Million
0.0% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
109,642
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
94,295
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
87,106
shares
|
$4.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
83,058
shares
|
$4.36 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
81,765
shares
|
$4.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
69,930
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
68,193
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
64,987
shares
|
$3.42 Million
2.99% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
60,563
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,022
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,982
shares
|
$2.63 Million
0.13% of portfolio
|
Q3 2024
Added 254.23%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40,674
shares
|
$2.14 Million
0.83% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,761
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 79.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,102
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,995
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 48.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,287
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
31,279
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,797
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 7.45%
|