Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 6.77 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
51,084
shares
|
$3.84 Million
0.05% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
46,306
shares
|
$3.48 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
43,168
shares
|
$3.24 Million
0.47% of portfolio
|
Q2 2024
Reduced 12.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,116
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
41,263
shares
|
$3.1 Million
0.73% of portfolio
|
Q2 2022
Reduced 1.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
34,620
shares
|
$2.6 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,163
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
31,544
shares
|
$2.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
31,521
shares
|
$2.37 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
30,377
shares
|
$2.28 Million
0.07% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
30,333
shares
|
$2.28 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
28,627
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
28,171
shares
|
$2.12 Million
0.17% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,922
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
25,271
shares
|
$1.9 Million
0.77% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,172
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 52.92%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
23,838
shares
|
$1.79 Million
0.15% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
23,775
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
23,734
shares
|
$1.78 Million
0.71% of portfolio
|
Q4 2024
Added 70.99%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,157
shares
|
$1.74 Million
0.81% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,902
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,565
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,799
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,633
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
21,548
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2024
Added 0.24%
|