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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
14,445
shares
|
$915,524
0.4% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
13,923
shares
|
$882,439
0.57% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
12,764
shares
|
$808,982
0.41% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,454
shares
|
$789,334
0.05% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,867
shares
|
$752,130
0.06% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,478
shares
|
$727,475
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,287
shares
|
$715,370
0.0% of portfolio
|
Q3 2024
Added 29.9%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,670
shares
|
$676,264
0.24% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,400
shares
|
$659,152
0.17% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,368
shares
|
$657,123
0.02% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,274
shares
|
$587,786
0.0% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
9,024
shares
|
$571,941
0.02% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,901
shares
|
$564,145
0.03% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
8,897
shares
|
$563,891
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,878
shares
|
$562,687
0.0% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,754
shares
|
$554,828
0.0% of portfolio
|
Q4 2024
Added 77.96%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$550,138
0.21% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,590
shares
|
$544,434
0.05% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,064
shares
|
$511,096
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,722
shares
|
$489,420
0.0% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,510
shares
|
$475,983
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,304
shares
|
$462,927
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$455,131
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,069
shares
|
$448,033
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
6,167
shares
|
$390,864
0.03% of portfolio
|
Q4 2023
Added 5.69%
|