Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.9 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 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 |
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
418,259
shares
|
$9.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
383,365
shares
|
$8.63 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
178,168
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
103,756
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,076
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
91,011
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
78,424
shares
|
$1.76 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,424
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
61,713
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
60,804
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,973
shares
|
$876,892
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
37,088
shares
|
$834,480
0.44% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,765
shares
|
$624,712
0.0% of portfolio
|
Q4 2024
Added 71.88%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
24,750
shares
|
$556,875
0.43% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
23,040
shares
|
$518,400
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,573
shares
|
$507,892
0.0% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
17,094
shares
|
$384,615
0.0% of portfolio
|
Q4 2024
Added 89.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
15,535
shares
|
$349,537
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,556
shares
|
$327,510
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
14,291
shares
|
$321,547
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
14,162
shares
|
$318,645
0.1% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
13,971
shares
|
$314,347
0.03% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,883
shares
|
$289,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
12,675
shares
|
$285,187
0.01% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,204
shares
|
$252,090
0.0% of portfolio
|
Q4 2024
New holding
|