Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 1.62 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
David Kennon Inc
Sarasota, FL |
May 03, 2024 Q1 2024 |
378,919
shares
|
$7.89 Million
3.74% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
375,264
shares
|
$7.82 Million
0.01% of portfolio
|
Q1 2024
Added 56.76%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
172,824
shares
|
$3.6 Million
0.03% of portfolio
|
Q1 2024
Added 3.95%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
102,372
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2024
Added 37.96%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
88,273
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2024
Added 44.68%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
78,456
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
73,760
shares
|
$1.54 Million
0.93% of portfolio
|
Q1 2024
Added 1.07%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
63,873
shares
|
$1.33 Million
0.79% of portfolio
|
Q1 2024
Added 0.07%
|
|
Wealth Trust Axiom LLC
|
May 10, 2024 Q1 2024 |
59,554
shares
|
$1.24 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
52,049
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
33,161
shares
|
$690,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
22,331
shares
|
$465,154
0.0% of portfolio
|
Q1 2024
Added 2.57%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
17,908
shares
|
$373,023
0.02% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
16,567
shares
|
$345,090
0.02% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
14,151
shares
|
$294,765
0.0% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Sequent Asset Management, LLC
|
Apr 17, 2024 Q1 2024 |
12,050
shares
|
$251,001
0.23% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
11,983
shares
|
$249,605
0.0% of portfolio
|
Q3 2023
New holding
|
|
Adell Harriman & Carpenter Inc
|
Apr 25, 2024 Q1 2024 |
11,900
shares
|
$247,876
0.02% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
10,569
shares
|
$220,152
0.02% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
9,000
shares
|
$187,469
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,142
shares
|
$127,937
0.0% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
4,203
shares
|
$87,548
0.01% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,047
shares
|
$42,639
0.0% of portfolio
|
Q1 2024
Added 8.71%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
480
shares
|
$9,998
0.01% of portfolio
|
Q1 2024
Added 1.27%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
288
shares
|
$5,999
0.0% of portfolio
|
Q4 2023
New holding
|