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 178 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
28,040
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
27,468
shares
|
$1.38 Million
0.84% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
27,231
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
26,661
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
25,886
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.35%
|
|
|
Independent Order Of Foresters
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
25,886
shares
|
$1.3 Million
0.76% of portfolio
|
Q1 2024
Reduced 8.35%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
25,310
shares
|
$1.27 Million
0.24% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,028
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
21,736
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
21,596
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
18,573
shares
|
$932,736
0.08% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,296
shares
|
$918,825
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
18,108
shares
|
$909,383
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,904
shares
|
$899,138
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
17,774
shares
|
$892,610
0.36% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,162
shares
|
$811,655
0.46% of portfolio
|
Q2 2022
Added 14.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,900
shares
|
$798,498
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,980
shares
|
$752,295
0.02% of portfolio
|
Q3 2024
Added 64.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,939
shares
|
$750,236
0.01% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
14,675
shares
|
$736,978
0.0% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
14,606
shares
|
$733,513
0.07% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
14,360
shares
|
$721,159
0.0% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
14,075
shares
|
$706,846
0.02% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
13,934
shares
|
$699,765
0.32% of portfolio
|
Q3 2024
Reduced 56.95%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,889
shares
|
$697,505
0.24% of portfolio
|
Q3 2024
Reduced 0.1%
|