Institutional Ownership Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.17 Million shares, which have been reported (via 13F filing form) to have a value of $30.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
354,974
shares
|
$9.33 Million
2.57% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
180,673
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
142,594
shares
|
$3.75 Million
0.81% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
125,849
shares
|
$3.31 Million
1.55% of portfolio
|
Q1 2025
Added 49.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
53,747
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
45,614
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
41,697
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
35,797
shares
|
$941,103
0.76% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,480
shares
|
$643,579
0.0% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,988
shares
|
$578,064
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
17,228
shares
|
$452,924
0.36% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,292
shares
|
$428,316
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,258
shares
|
$401,132
0.0% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
13,225
shares
|
$347,685
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,709
shares
|
$334,119
0.0% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,233
shares
|
$321,605
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,747
shares
|
$282,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
10,549
shares
|
$277,333
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,778
shares
|
$204,483
0.0% of portfolio
|
Q4 2024
Added 785.88%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,711
shares
|
$202,722
0.0% of portfolio
|
Q3 2024
Added 250.5%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
7,450
shares
|
$195,860
0.0% of portfolio
|
Q4 2024
Added 49.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,891
shares
|
$181,164
0.0% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,568
shares
|
$67,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,617
shares
|
$42,510
0.01% of portfolio
|
Q1 2025
Added 769.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$32,205
0.0% of portfolio
|
Q4 2024
Added 61.82%
|