Institutional Ownership Fidelity Covington Tr Preferre (FPFD)
This table provides information about the institutional ownership of Fidelity Covington Tr Preferre (FPFD). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 387,306 shares, which have been reported (via 13F filing form) to have a value of $8.37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
149,547
shares
|
$3.23 Million
2.12% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
106,407
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
49,946
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
31,181
shares
|
$674,133
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
15,954
shares
|
$344,925
0.0% of portfolio
|
Q1 2025
Added 117.42%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
13,683
shares
|
$295,826
0.15% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,247
shares
|
$156,680
0.0% of portfolio
|
Q4 2024
Reduced 43.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,986
shares
|
$107,797
0.0% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,003
shares
|
$64,924
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,337
shares
|
$50,525
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,601
shares
|
$34,613
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
750
shares
|
$16,215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
382
shares
|
$8,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
150
shares
|
$3,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
107
shares
|
$2,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
25
shares
|
$540
0.0% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|