Institutional Ownership Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
28,198
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
22,570
shares
|
$1.19 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,282
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
19,125
shares
|
$1.01 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
15,788
shares
|
$835,185
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
13,300
shares
|
$703,570
0.03% of portfolio
|
Q3 2023
Added 0.76%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
12,320
shares
|
$651,728
0.14% of portfolio
|
Q1 2023
Reduced 9.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,142
shares
|
$642,311
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
11,543
shares
|
$610,624
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,978
shares
|
$580,736
0.0% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,760
shares
|
$569,204
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,277
shares
|
$543,653
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
10,133
shares
|
$536,035
0.13% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,958
shares
|
$526,778
0.02% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,359
shares
|
$495,091
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
8,700
shares
|
$460,230
0.14% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,984
shares
|
$422,353
0.04% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
7,301
shares
|
$386,222
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,095
shares
|
$375,325
0.02% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,766
shares
|
$357,921
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,630
shares
|
$350,727
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,630
shares
|
$350,727
0.06% of portfolio
|
Q4 2022
Reduced 8.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,391
shares
|
$338,083
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,060
shares
|
$320,574
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,905
shares
|
$312,374
0.0% of portfolio
|
Q2 2024
Reduced 9.2%
|