Institutional Ownership Fidelity Covington Tr Stocks F (FCPI)
This table provides information about the institutional ownership of Fidelity Covington Tr Stocks F (FCPI). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 702,372 shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$194,355
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,774
shares
|
$162,999
0.01% of portfolio
|
Q2 2024
Reduced 40.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,377
shares
|
$145,852
0.0% of portfolio
|
Q4 2023
Reduced 6.14%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,419
shares
|
$104,476
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,455
shares
|
$62,841
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,314
shares
|
$56,751
0.0% of portfolio
|
Q4 2024
Added 65600.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,068
shares
|
$46,126
0.0% of portfolio
|
Q3 2024
Reduced 58.28%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,020
shares
|
$44,053
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
768
shares
|
$33,169
0.0% of portfolio
|
Q4 2024
Added 76700.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
715
shares
|
$30,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
356
shares
|
$15,375
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
331
shares
|
$14,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
182
shares
|
$7,860
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
120
shares
|
$5,182
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
105
shares
|
$4,534
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
100
shares
|
$4,319
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68
shares
|
$2,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
53
shares
|
$2,289
0.0% of portfolio
|
Q2 2024
Reduced 48.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,159
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$1,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|