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 |
---|---|---|---|---|---|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
73,138
shares
|
$3.73 Million
0.08% of portfolio
|
Q3 2022
Added 0.08%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
63,853
shares
|
$3.26 Million
0.14% of portfolio
|
Q2 2024
Added 12.45%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
63,745
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
52,890
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.85%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
52,324
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
51,653
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
51,496
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2024
Added 1.7%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 01, 2024 Q1 2024 |
41,814
shares
|
$2.13 Million
0.78% of portfolio
|
Q1 2024
New holding
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
41,668
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 0.92%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
38,571
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
37,795
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 30.36%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
37,480
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
33,879
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 15, 2024 Q2 2024 |
32,742
shares
|
$1.67 Million
1.21% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2024 Q2 2024 |
32,366
shares
|
$1.65 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
31,707
shares
|
$1.62 Million
0.14% of portfolio
|
Q2 2024
Added 0.06%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
31,414
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
31,218
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
29,699
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2024
Added 18.82%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,068
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2024
Added 1.03%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
28,079
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 64.52%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
27,857
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
26,724
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2024
Added 1.41%
|
|
Macquarie Group LTD
Australia, C3 |
Aug 09, 2024 Q2 2024 |
25,886
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.35%
|
|
Independent Order Of Foresters
Toronto, A6 |
Jul 26, 2024 Q2 2024 |
25,886
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2024
Reduced 8.35%
|