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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,924
shares
|
$361,067
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
5,906
shares
|
$359,970
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,635
shares
|
$343,453
0.01% of portfolio
|
Q4 2024
Added 228.19%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,531
shares
|
$337,114
0.04% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
5,440
shares
|
$331,568
0.04% of portfolio
|
Q1 2025
Added 55.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,417
shares
|
$330,166
0.01% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,316
shares
|
$324,010
0.02% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$315,721
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,063
shares
|
$308,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
4,868
shares
|
$296,704
0.0% of portfolio
|
Q1 2025
Reduced 99.76%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
4,827
shares
|
$294,205
0.07% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$291,401
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,703
shares
|
$286,647
0.03% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
4,679
shares
|
$285,185
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,656
shares
|
$283,783
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
4,572
shares
|
$278,663
0.16% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,410
shares
|
$268,789
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
4,293
shares
|
$261,658
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,268
shares
|
$260,134
0.05% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,230
shares
|
$257,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,084
shares
|
$248,919
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,065
shares
|
$247,761
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
4,059
shares
|
$247,396
0.04% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,935
shares
|
$239,838
0.08% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,894
shares
|
$237,339
0.0% of portfolio
|
Q1 2025
Added 7.6%
|