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 427,287 shares, which have been reported (via 13F filing form) to have a value of $9.28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
153,217
shares
|
$3.33 Million
1.83% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
104,500
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
50,477
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,270
shares
|
$874,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
31,181
shares
|
$677,251
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
14,898
shares
|
$323,584
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
14,133
shares
|
$306,968
0.13% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,187
shares
|
$134,381
0.0% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,790
shares
|
$82,318
0.0% of portfolio
|
Q2 2025
Reduced 47.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,031
shares
|
$65,833
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,337
shares
|
$50,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,601
shares
|
$34,773
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
750
shares
|
$16,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
533
shares
|
$11,576
0.0% of portfolio
|
Q2 2025
Added 2032.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
382
shares
|
$8,297
0.0% of portfolio
|
Q2 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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|