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 172 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,552
shares
|
$248,924
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
3,517
shares
|
$246,471
0.13% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,514
shares
|
$246,261
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,501
shares
|
$245,350
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,456
shares
|
$242,196
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,267
shares
|
$228,951
0.0% of portfolio
|
Q3 2024
Added 26.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,216
shares
|
$225,377
0.0% of portfolio
|
Q3 2024
Reduced 67.29%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
3,211
shares
|
$225,026
0.03% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,206
shares
|
$224,676
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,146
shares
|
$220,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,082
shares
|
$215,986
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,078
shares
|
$215,706
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$204,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,886
shares
|
$202,250
0.06% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,876
shares
|
$201,550
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,869
shares
|
$201,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,651
shares
|
$185,782
0.0% of portfolio
|
Q3 2024
Added 20.66%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$161,184
0.04% of portfolio
|
Q4 2023
Reduced 20.69%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,295
shares
|
$160,833
0.01% of portfolio
|
Q3 2023
Added 130.65%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
2,212
shares
|
$155,016
0.02% of portfolio
|
Q3 2024
Added 37.05%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,802
shares
|
$126,284
0.0% of portfolio
|
Q1 2023
Added 83.19%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,687
shares
|
$118,224
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,367
shares
|
$95,799
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,332
shares
|
$93,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,107
shares
|
$77,578
0.0% of portfolio
|
Q1 2023
Reduced 54.83%
|