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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,282
shares
|
$622,475
0.02% of portfolio
|
Q4 2018
Reduced 96.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
7,776
shares
|
$584,444
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,735
shares
|
$581,362
0.01% of portfolio
|
Q3 2024
Added 33.99%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,059
shares
|
$530,554
0.01% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,051
shares
|
$529,953
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
7,017
shares
|
$527,397
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,913
shares
|
$519,581
0.27% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,836
shares
|
$513,793
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,817
shares
|
$512,365
0.24% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,512
shares
|
$489,441
0.03% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,214
shares
|
$467,044
0.0% of portfolio
|
Q3 2024
Reduced 80.13%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,184
shares
|
$464,789
0.29% of portfolio
|
Q1 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
6,153
shares
|
$462,459
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,890
shares
|
$442,692
0.11% of portfolio
|
Q3 2022
Added 2191.83%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
5,870
shares
|
$441,189
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
5,427
shares
|
$407,893
0.28% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,085
shares
|
$382,188
0.14% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
5,041
shares
|
$378,881
0.56% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,803
shares
|
$360,993
0.01% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,794
shares
|
$360,317
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$353,252
0.02% of portfolio
|
Q4 2024
Added 63.82%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
4,326
shares
|
$325,142
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
4,175
shares
|
$313,793
0.09% of portfolio
|
Q2 2023
Reduced 9.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,085
shares
|
$307,028
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,972
shares
|
$298,535
0.0% of portfolio
|
Q3 2024
Added 12.49%
|