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 197 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,216
shares
|
$250,590
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
3,029
shares
|
$236,019
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,886
shares
|
$224,877
0.05% of portfolio
|
Q4 2023
Reduced 18.98%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,791
shares
|
$217,474
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$213,968
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,718
shares
|
$211,786
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
2,300
shares
|
$179,216
0.03% of portfolio
|
Q4 2023
Reduced 20.69%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,295
shares
|
$178,826
0.01% of portfolio
|
Q3 2023
Added 130.65%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
2,016
shares
|
$157,086
0.1% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,687
shares
|
$131,451
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,650
shares
|
$128,568
0.0% of portfolio
|
Q4 2024
Added 5792.86%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,588
shares
|
$123,736
0.03% of portfolio
|
Q1 2025
Added 1472.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,561
shares
|
$121,633
0.0% of portfolio
|
Q4 2024
Added 51933.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,285
shares
|
$100,127
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,107
shares
|
$86,257
0.0% of portfolio
|
Q1 2023
Reduced 54.83%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,104
shares
|
$86,023
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,027
shares
|
$80,023
0.0% of portfolio
|
Q3 2024
Added 403.43%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
940
shares
|
$73,244
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
800
shares
|
$62,336
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
689
shares
|
$53,686
0.01% of portfolio
|
Q4 2023
Added 132.77%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
633
shares
|
$49,323
0.0% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
578
shares
|
$45,037
0.0% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
554
shares
|
$43,167
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
545
shares
|
$42,466
0.0% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
518
shares
|
$40,362
0.01% of portfolio
|
Q4 2023
New holding
|