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 102 institutions that hold shares in the stock, with a total of 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
30,523
shares
|
$2.01 Million
0.67% of portfolio
|
Q3 2023
Reduced 48.76%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27,869
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 9.46%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
26,161
shares
|
$1.72 Million
0.23% of portfolio
|
Q3 2024
Added 4.04%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
25,866
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
25,379
shares
|
$1.67 Million
0.76% of portfolio
|
Q3 2024
Added 9.61%
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,700
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,251
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 290.58%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,187
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,988
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
20,964
shares
|
$1.38 Million
1.08% of portfolio
|
Q3 2024
Added 12.4%
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
18,394
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,866
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,413
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,347
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 28.8%
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
14,689
shares
|
$965,361
0.81% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
14,539
shares
|
$955,503
0.16% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,780
shares
|
$905,621
0.02% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,139
shares
|
$863,495
0.0% of portfolio
|
Q3 2024
Added 61.63%
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
12,801
shares
|
$841,281
0.05% of portfolio
|
Q3 2024
Added 11.25%
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,760
shares
|
$838,587
0.04% of portfolio
|
Q3 2024
Added 92.89%
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,447
shares
|
$818,016
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,298
shares
|
$808,224
0.01% of portfolio
|
Q3 2024
Added 12.38%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
11,829
shares
|
$777,401
0.03% of portfolio
|
Q3 2024
Added 9.69%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
11,823
shares
|
$777,007
0.28% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
11,599
shares
|
$762,286
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|