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 15 institutions that hold shares in the stock, with a total of 334,244 shares, which have been reported (via 13F filing form) to have a value of $7.26 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
139,180
shares
|
$3.02 Million
1.76% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,138
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
50,439
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,000
shares
|
$412,490
0.0% of portfolio
|
Q4 2024
Added 48.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,987
shares
|
$368,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
13,850
shares
|
$300,683
0.14% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,371
shares
|
$246,864
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$80,218
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,003
shares
|
$65,195
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,494
shares
|
$54,144
0.04% of portfolio
|
Q3 2024
Added 425.05%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,337
shares
|
$50,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,719
shares
|
$37,319
0.0% of portfolio
|
Q2 2023
Added 3.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$21,948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32
shares
|
$694
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|