Institutional Ownership Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 2.23 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
428,278
shares
|
$21 Million
0.01% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
408,374
shares
|
$20 Million
2.17% of portfolio
|
Q3 2025
Added 40534.23%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
154,744
shares
|
$7.59 Million
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
105,556
shares
|
$5.17 Million
0.45% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
101,309
shares
|
$4.97 Million
3.55% of portfolio
|
Q3 2025
Added 28.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
81,638
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
71,105
shares
|
$3.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
62,113
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.76%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
57,664
shares
|
$2.83 Million
2.99% of portfolio
|
Q3 2025
Added 66.28%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
56,002
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
54,620
shares
|
$2.68 Million
0.22% of portfolio
|
Q4 2022
Reduced 19.72%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
49,958
shares
|
$2.45 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
48,142
shares
|
$2.36 Million
1.56% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
47,440
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
47,142
shares
|
$2.31 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
44,425
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
38,263
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,576
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,306
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,378
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 54.78%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
27,639
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
20,922
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
20,560
shares
|
$1.01 Million
0.8% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,749
shares
|
$870,055
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
17,219
shares
|
$844,075
0.33% of portfolio
|
Q3 2025
Reduced 11.33%
|
|