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 46 institutions that hold shares in the stock, with a total of 1.79 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
486,456
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
383,365
shares
|
$8.63 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
137,118
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
103,888
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
76,354
shares
|
$1.72 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
61,713
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
57,880
shares
|
$1.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
46,479
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,973
shares
|
$876,892
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
37,277
shares
|
$838,732
0.0% of portfolio
|
Q1 2025
Added 34.26%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
37,088
shares
|
$834,480
0.44% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,470
shares
|
$685,575
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27,724
shares
|
$623,790
0.0% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
27,285
shares
|
$613,912
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
24,750
shares
|
$556,875
0.43% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,001
shares
|
$450,022
0.0% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,267
shares
|
$433,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
15,535
shares
|
$349,537
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,025
shares
|
$338,062
0.0% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
14,291
shares
|
$321,547
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
14,162
shares
|
$318,645
0.1% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,883
shares
|
$289,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,681
shares
|
$240,322
0.01% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,313
shares
|
$232,042
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,852
shares
|
$221,670
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|