Institutional Ownership Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $829 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
67,568
shares
|
$4.28 Million
1.16% of portfolio
|
Q4 2024
Added 41.59%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
53,217
shares
|
$3.37 Million
0.68% of portfolio
|
Q4 2024
Added 62.87%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
52,274
shares
|
$3.31 Million
2.18% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
48,399
shares
|
$3.07 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
48,142
shares
|
$3.05 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
47,500
shares
|
$3.01 Million
0.42% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
45,674
shares
|
$2.89 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
44,791
shares
|
$2.84 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,650
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
32,606
shares
|
$2.07 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,525
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 54.85%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
31,691
shares
|
$2.01 Million
1.52% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
31,611
shares
|
$2 Million
0.14% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
27,638
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
26,244
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
25,942
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
23,500
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,107
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,734
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 155.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
22,229
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,494
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,035
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,950
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
16,812
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
16,599
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 76.75%
|