Institutional Ownership Fidelity Covington Tr (FGRO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FGRO). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,050
shares
|
$359,680
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
14,840
shares
|
$332,564
0.17% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,169
shares
|
$317,527
0.01% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,400
shares
|
$255,474
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,965
shares
|
$245,725
0.01% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,695
shares
|
$239,674
0.01% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
10,477
shares
|
$234,789
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,335
shares
|
$231,607
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,056
shares
|
$225,354
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
9,407
shares
|
$210,810
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
9,103
shares
|
$203,998
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
9,000
shares
|
$201,690
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,256
shares
|
$185,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,978
shares
|
$178,786
0.07% of portfolio
|
Q2 2025
Reduced 25.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,015
shares
|
$89,976
0.0% of portfolio
|
Q2 2025
Reduced 95.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,558
shares
|
$79,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2,099
shares
|
$47,038
0.02% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,597
shares
|
$35,788
0.01% of portfolio
|
Q3 2023
Added 130.45%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
845
shares
|
$18,936
0.0% of portfolio
|
Q1 2024
Reduced 86.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
600
shares
|
$13,446
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
599
shares
|
$13,423
0.0% of portfolio
|
Q2 2025
Reduced 97.1%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
550
shares
|
$12,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
448
shares
|
$10,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
428
shares
|
$9,591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
325
shares
|
$7,283
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|