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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,104
shares
|
$77,368
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
940
shares
|
$65,875
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
832
shares
|
$58,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
704
shares
|
$49,336
0.0% of portfolio
|
Q3 2024
Added 110.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
689
shares
|
$48,285
0.01% of portfolio
|
Q4 2023
Added 132.77%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
633
shares
|
$44,360
0.0% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
578
shares
|
$40,506
0.0% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
518
shares
|
$36,301
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
464
shares
|
$32,517
0.0% of portfolio
|
Q3 2024
Added 686.44%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
411
shares
|
$28,802
0.0% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
399
shares
|
$27,961
0.01% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
390
shares
|
$27,331
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
346
shares
|
$24,247
0.0% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
300
shares
|
$21,024
0.01% of portfolio
|
Q4 2022
Reduced 17.81%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
245
shares
|
$17,169
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
226
shares
|
$15,838
0.0% of portfolio
|
Q2 2024
Reduced 46.82%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
209
shares
|
$14,646
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
207
shares
|
$14,506
0.0% of portfolio
|
Q2 2023
Reduced 33.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
204
shares
|
$14,296
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
185
shares
|
$12,964
0.0% of portfolio
|
Q1 2023
Reduced 4.64%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
174
shares
|
$12,193
0.01% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
165
shares
|
$11,563
0.0% of portfolio
|
Q3 2024
Reduced 38.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
160
shares
|
$11,212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
145
shares
|
$10,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
140
shares
|
$9,811
0.0% of portfolio
|
Q3 2023
New holding
|