Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,932
shares
|
$600,792
0.01% of portfolio
|
Q3 2024
Added 51.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,901
shares
|
$597,653
0.01% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
5,738
shares
|
$581,144
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,491
shares
|
$556,128
0.0% of portfolio
|
Q3 2024
Added 54.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,305
shares
|
$537,290
0.0% of portfolio
|
Q3 2024
Added 106.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,250
shares
|
$531,720
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,228
shares
|
$529,491
0.0% of portfolio
|
Q3 2024
Reduced 93.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,794
shares
|
$485,536
0.03% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,715
shares
|
$477,535
0.02% of portfolio
|
Q4 2024
Added 71.27%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,625
shares
|
$468,420
0.18% of portfolio
|
Q2 2022
Added 2.89%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,618
shares
|
$467,711
0.0% of portfolio
|
Q3 2024
Reduced 24.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
4,583
shares
|
$464,166
0.0% of portfolio
|
Q3 2024
Added 189.51%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,397
shares
|
$445,328
0.17% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,327
shares
|
$438,238
0.0% of portfolio
|
Q3 2024
Added 25.82%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,235
shares
|
$428,920
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,216
shares
|
$426,996
0.13% of portfolio
|
Q2 2023
Reduced 7.6%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,182
shares
|
$423,552
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,164
shares
|
$421,729
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
4,042
shares
|
$409,373
0.28% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,031
shares
|
$408,259
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,003
shares
|
$405,423
0.03% of portfolio
|
Q1 2024
Reduced 34.89%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
3,857
shares
|
$390,636
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
3,849
shares
|
$389,826
0.04% of portfolio
|
Q4 2024
Added 47.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,729
shares
|
$377,673
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,675
shares
|
$372,204
0.08% of portfolio
|
Q2 2024
Added 0.03%
|