Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $725 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
4,055,053
shares
|
$209 Million
2.64% of portfolio
|
Q4 2024
Added 96425.9%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,253,707
shares
|
$116 Million
0.02% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,153,894
shares
|
$59.6 Million
0.26% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
430,580
shares
|
$22.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
410,091
shares
|
$21.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
384,690
shares
|
$19.9 Million
0.01% of portfolio
|
Q4 2024
Added 54.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
276,888
shares
|
$14.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
273,476
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Added 438.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
213,386
shares
|
$11 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
177,042
shares
|
$9.14 Million
1.66% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
170,748
shares
|
$8.82 Million
0.44% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$8.14 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
150,162
shares
|
$7.75 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
146,556
shares
|
$7.57 Million
1.91% of portfolio
|
Q4 2024
Reduced 44.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
143,772
shares
|
$7.42 Million
0.9% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
137,501
shares
|
$7.1 Million
0.0% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
122,003
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
117,071
shares
|
$6.04 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
116,645
shares
|
$6.02 Million
0.06% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
114,704
shares
|
$5.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
110,875
shares
|
$5.72 Million
1.84% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.72 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
110,242
shares
|
$5.69 Million
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
104,796
shares
|
$5.41 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
98,719
shares
|
$5.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.21%
|