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 166 institutions that hold shares in the stock, with a total of 9.12 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
2,209,613
shares
|
$113 Million
0.02% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
1,217,808
shares
|
$62.1 Million
0.32% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
409,637
shares
|
$20.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
323,651
shares
|
$16.5 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
287,548
shares
|
$14.7 Million
0.03% of portfolio
|
Q2 2024
Added 29.56%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
263,420
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.38%
|
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
251,782
shares
|
$12.8 Million
3.4% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
238,336
shares
|
$12.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
237,028
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2024
Added 443.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
159,425
shares
|
$8.13 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$8.04 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
150,162
shares
|
$7.66 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
143,791
shares
|
$7.33 Million
1.48% of portfolio
|
Q2 2024
Added 8.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
126,054
shares
|
$6.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
115,373
shares
|
$5.88 Million
0.71% of portfolio
|
Q2 2024
Added 50.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
114,865
shares
|
$5.86 Million
0.03% of portfolio
|
Q2 2024
Reduced 47.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.65 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
106,806
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
106,715
shares
|
$5.44 Million
1.87% of portfolio
|
Q2 2024
Added 2.56%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
106,118
shares
|
$5.41 Million
0.06% of portfolio
|
Q2 2024
Added 14.63%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
100,806
shares
|
$5.14 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
93,849
shares
|
$4.79 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
92,418
shares
|
$4.71 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
83,589
shares
|
$4.26 Million
0.02% of portfolio
|
Q2 2024
Added 18.37%
|
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
76,889
shares
|
$3.92 Million
0.75% of portfolio
|
Q2 2024
Added 11.33%
|