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 209 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $745 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
8,820
shares
|
$453,789
0.17% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,781
shares
|
$451,782
0.0% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,564
shares
|
$440,617
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,342
shares
|
$429,195
0.11% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,189
shares
|
$421,324
0.22% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
8,103
shares
|
$416,899
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,058
shares
|
$414,584
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,894
shares
|
$406,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
7,833
shares
|
$403,007
0.01% of portfolio
|
Q1 2025
Reduced 59.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,701
shares
|
$396,216
0.0% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,606
shares
|
$391,328
0.03% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,160
shares
|
$368,382
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
6,924
shares
|
$356,239
0.0% of portfolio
|
Q1 2025
Added 573.54%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,874
shares
|
$353,667
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,826
shares
|
$351,197
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$341,988
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,509
shares
|
$334,888
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,456
shares
|
$332,161
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$319,504
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
6,127
shares
|
$315,234
0.09% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
5,867
shares
|
$301,857
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,827
shares
|
$299,799
0.01% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,811
shares
|
$298,975
0.27% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,660
shares
|
$291,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,045
shares
|
$259,565
0.0% of portfolio
|
Q2 2025
Added 4.32%
|