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 |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
639
shares
|
$37,036
0.0% of portfolio
|
Q4 2023
Reduced 49.8%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
517
shares
|
$29,965
0.0% of portfolio
|
Q2 2022
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
412
shares
|
$23,879
0.0% of portfolio
|
Q1 2024
Added 190.14%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
325
shares
|
$18,837
0.0% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
283
shares
|
$16,402
0.0% of portfolio
|
Q2 2023
Added 9.27%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
223
shares
|
$12,925
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
221
shares
|
$12,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
180
shares
|
$10,432
0.0% of portfolio
|
Q2 2022
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
80
shares
|
$4,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
52
shares
|
$3,013
0.0% of portfolio
|
Q2 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
32
shares
|
$1,854
0.0% of portfolio
|
Q4 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
18
shares
|
$1,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1
shares
|
$57
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|