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 113 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
10,292
shares
|
$596,524
0.01% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
10,290
shares
|
$596,408
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
10,029
shares
|
$581,280
0.02% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
9,702
shares
|
$562,327
0.08% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
May 03, 2024 Q1 2024 |
9,655
shares
|
$559,603
0.36% of portfolio
|
Q1 2024
Added 108.89%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
9,603
shares
|
$556,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
9,172
shares
|
$531,609
0.06% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
9,002
shares
|
$521,755
0.17% of portfolio
|
Q1 2024
Added 3.14%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Apr 12, 2024 Q1 2024 |
8,680
shares
|
$503,092
0.24% of portfolio
|
Q1 2024
Added 0.43%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
8,252
shares
|
$478,285
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
8,064
shares
|
$467,389
0.0% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
8,055
shares
|
$466,867
0.02% of portfolio
|
Q1 2024
Added 6.07%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$416,210
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
6,393
shares
|
$370,538
0.09% of portfolio
|
Q1 2024
Added 59.07%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Apr 17, 2024 Q1 2024 |
6,393
shares
|
$370,538
0.2% of portfolio
|
Q1 2024
New holding
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
6,167
shares
|
$357,439
0.03% of portfolio
|
Q4 2023
Added 5.69%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
5,826
shares
|
$337,674
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
5,318
shares
|
$308,231
0.0% of portfolio
|
Q1 2024
Added 5.14%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$300,232
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,004
shares
|
$290,031
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
4,965
shares
|
$287,771
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$277,106
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 29, 2024 Q1 2024 |
4,751
shares
|
$275,367
0.16% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Cfo4 Life Group, LLC
|
May 06, 2024 Q1 2024 |
4,712
shares
|
$273,107
0.05% of portfolio
|
Q1 2024
Reduced 21.32%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
4,661
shares
|
$270,151
0.03% of portfolio
|
Q1 2024
New holding
|