Institutional Ownership Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
65,187
shares
|
$3.97 Million
6.03% of portfolio
|
Q1 2025
Reduced 65.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
59,202
shares
|
$3.61 Million
0.26% of portfolio
|
Q1 2025
Added 81.57%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
52,941
shares
|
$3.23 Million
2.12% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
50,132
shares
|
$3.06 Million
1.32% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
48,399
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
43,113
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 32.55%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
42,753
shares
|
$2.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
41,323
shares
|
$2.52 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,601
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
32,467
shares
|
$1.98 Million
1.63% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
30,177
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
27,791
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,706
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
27,557
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 45.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,085
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
26,056
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
25,157
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
24,569
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,943
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,037
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,035
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
14,240
shares
|
$867,928
0.55% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
14,087
shares
|
$858,602
0.25% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,567
shares
|
$826,908
0.03% of portfolio
|
Q1 2025
Added 68.24%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,221
shares
|
$805,819
0.02% of portfolio
|
Q1 2025
Added 287.6%
|