Institutional Ownership Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
817,492
shares
|
$26.4 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
151,810
shares
|
$4.9 Million
0.23% of portfolio
|
Q2 2024
Added 175.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
51,282
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
25,647
shares
|
$828,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
20,500
shares
|
$661,945
0.04% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
18,822
shares
|
$607,762
0.0% of portfolio
|
Q2 2024
Reduced 48.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
15,212
shares
|
$491,195
0.0% of portfolio
|
Q2 2024
Added 46.51%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
7,978
shares
|
$257,609
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
6,522
shares
|
$210,595
0.01% of portfolio
|
Q2 2024
Reduced 73.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,484
shares
|
$47,918
0.0% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,148
shares
|
$37,068
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,018
shares
|
$32,871
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
584
shares
|
$18,857
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
440
shares
|
$14,207
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
287
shares
|
$9,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20
shares
|
$645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|