Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,530,243
shares
|
$109 Million
0.5% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
835,822
shares
|
$59.4 Million
0.57% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
709,399
shares
|
$50.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
272,813
shares
|
$19.4 Million
0.03% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
270,493
shares
|
$19.2 Million
0.0% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
155,233
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
148,168
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 57.03%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
145,090
shares
|
$10.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
136,786
shares
|
$9.73 Million
0.05% of portfolio
|
Q4 2024
Reduced 62.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
134,621
shares
|
$9.57 Million
0.02% of portfolio
|
Q4 2024
Added 318.56%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
131,123
shares
|
$9.32 Million
3.21% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
120,150
shares
|
$8.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
100,693
shares
|
$7.16 Million
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
90,783
shares
|
$6.46 Million
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
87,325
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.1 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
70,006
shares
|
$4.98 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
68,377
shares
|
$4.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$4.53 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
63,241
shares
|
$4.5 Million
2.46% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
60,315
shares
|
$4.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,266
shares
|
$4.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
55,748
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,860
shares
|
$3.76 Million
0.02% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
51,084
shares
|
$3.63 Million
0.05% of portfolio
|
Q4 2022
Reduced 4.22%
|