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 21 institutions that hold shares in the stock, with a total of 305,862 shares, which have been reported (via 13F filing form) to have a value of $6.71 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
107,990
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
49,999
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,993
shares
|
$811,256
0.0% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,914
shares
|
$590,224
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,645
shares
|
$452,744
0.0% of portfolio
|
Q3 2025
Reduced 48.73%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
14,383
shares
|
$315,419
0.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,340
shares
|
$292,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
9,235
shares
|
$202,523
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,023
shares
|
$154,014
0.0% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,206
shares
|
$136,097
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,046
shares
|
$66,798
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,866
shares
|
$62,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,337
shares
|
$51,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,494
shares
|
$32,763
0.0% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$21,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
924
shares
|
$20,263
0.01% of portfolio
|
Q3 2025
Reduced 99.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
750
shares
|
$16,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
531
shares
|
$11,644
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
185
shares
|
$4,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|