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 39 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
418,259
shares
|
$8.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
385,773
shares
|
$8.07 Million
3.28% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
178,168
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
103,756
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,076
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
91,011
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
78,424
shares
|
$1.64 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,424
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
65,494
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
60,804
shares
|
$1.27 Million
0.36% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,666
shares
|
$808,892
0.0% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
37,565
shares
|
$785,859
0.39% of portfolio
|
Q4 2024
Reduced 32.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,765
shares
|
$580,843
0.0% of portfolio
|
Q4 2024
Added 71.88%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
27,459
shares
|
$574,442
0.6% of portfolio
|
Q4 2024
Reduced 28.27%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
23,221
shares
|
$485,783
0.37% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
23,040
shares
|
$481,996
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,573
shares
|
$472,227
0.0% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,704
shares
|
$412,207
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
17,094
shares
|
$357,606
0.0% of portfolio
|
Q4 2024
Added 89.93%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
16,667
shares
|
$348,673
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
15,496
shares
|
$324,176
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,556
shares
|
$304,511
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
14,154
shares
|
$296,101
0.01% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
13,971
shares
|
$292,273
0.03% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,883
shares
|
$269,512
0.0% of portfolio
|
Q3 2024
New holding
|