Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,127,000
shares
|
$25.3 Million
0.15% of portfolio
|
Q2 2024
Added 9.97%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
799,725
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2024
Added 8.49%
|
|
Financial Management Network Inc
|
Jul 22, 2024 Q2 2024 |
200,544
shares
|
$4.49 Million
1.27% of portfolio
|
Q2 2024
Added 12.08%
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2024 Q2 2024 |
165,390
shares
|
$3.71 Million
1.44% of portfolio
|
Q2 2024
Added 3.99%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
150,757
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2024
Added 166.36%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
144,700
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2024
Added 21.92%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
140,320
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2024
Added 15.44%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
111,890
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
88,708
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2024
Added 5.01%
|
|
Empire Life Investments Inc.
|
Jul 31, 2024 Q2 2024 |
72,200
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2024
Added 34.45%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 18, 2024 Q2 2024 |
50,622
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
40,053
shares
|
$897,587
0.0% of portfolio
|
Q2 2024
Added 4050.57%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
36,151
shares
|
$810,143
0.1% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
29,995
shares
|
$672,187
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
29,676
shares
|
$665,039
0.02% of portfolio
|
Q2 2024
Added 41.88%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,555
shares
|
$438,227
0.01% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
17,100
shares
|
$383,211
0.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
15,306
shares
|
$343,007
0.02% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
14,453
shares
|
$323,891
0.19% of portfolio
|
Q2 2024
Added 6.78%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
13,717
shares
|
$307,397
0.0% of portfolio
|
Q2 2024
Added 7.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,325
shares
|
$298,613
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 14, 2024 Q2 2024 |
12,371
shares
|
$277,234
0.29% of portfolio
|
Q2 2024
Reduced 67.66%
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
12,042
shares
|
$269,861
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,825
shares
|
$264,998
0.01% of portfolio
|
Q2 2024
Added 24.15%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
11,090
shares
|
$248,526
0.0% of portfolio
|
Q1 2024
Reduced 66.83%
|