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 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $85.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,138,850
shares
|
$25.5 Million
0.15% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
851,602
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
221,564
shares
|
$4.97 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
216,477
shares
|
$4.85 Million
1.14% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
173,158
shares
|
$3.88 Million
1.39% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
165,751
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
160,328
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
141,314
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
104,635
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
82,000
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,900
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
53,153
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
50,305
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Added 5489.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
41,583
shares
|
$931,875
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,273
shares
|
$790,467
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
32,773
shares
|
$734,442
0.02% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
28,995
shares
|
$649,777
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,600
shares
|
$596,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
19,472
shares
|
$436,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
17,100
shares
|
$383,211
0.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
16,252
shares
|
$364,207
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
14,375
shares
|
$322,143
0.18% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
12,893
shares
|
$288,932
0.03% of portfolio
|
Q3 2024
Reduced 64.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,318
shares
|
$276,046
0.01% of portfolio
|
Q3 2024
Reduced 19.52%
|