Institutional Ownership Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,077,213
shares
|
$74.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
964,773
shares
|
$66.5 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
540,878
shares
|
$37.3 Million
0.21% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
273,237
shares
|
$18.8 Million
3.21% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
236,572
shares
|
$16.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
236,445
shares
|
$16.3 Million
0.89% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
186,025
shares
|
$12.8 Million
1.37% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
134,495
shares
|
$9.27 Million
0.01% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
99,855
shares
|
$6.88 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
96,355
shares
|
$6.64 Million
0.02% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
76,807
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
70,465
shares
|
$4.86 Million
0.04% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
69,223
shares
|
$4.77 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
54,011
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,427
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
44,869
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,019
shares
|
$3.03 Million
0.05% of portfolio
|
Q4 2024
Added 89.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
38,752
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,660
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
37,666
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
36,820
shares
|
$2.54 Million
0.88% of portfolio
|
Q1 2023
Reduced 11.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
33,402
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
32,266
shares
|
$2.22 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,579
shares
|
$2.11 Million
3.11% of portfolio
|
Q3 2022
Reduced 5.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
30,523
shares
|
$2.1 Million
0.67% of portfolio
|
Q3 2023
Reduced 48.76%
|