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 |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
6,023
shares
|
$381,737
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,923
shares
|
$375,399
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,897
shares
|
$373,751
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
5,885
shares
|
$372,991
0.21% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,668
shares
|
$359,237
0.0% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,635
shares
|
$357,146
0.01% of portfolio
|
Q4 2024
Added 228.19%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,331
shares
|
$337,878
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$328,308
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,151
shares
|
$326,470
0.03% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,057
shares
|
$320,512
0.04% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,015
shares
|
$317,850
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,005
shares
|
$317,216
0.08% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$303,019
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,766
shares
|
$302,069
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
4,628
shares
|
$293,322
0.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,560
shares
|
$289,012
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,365
shares
|
$276,653
0.01% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
4,253
shares
|
$269,555
0.05% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,065
shares
|
$257,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
3,935
shares
|
$249,400
0.08% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,932
shares
|
$249,210
0.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,727
shares
|
$236,217
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,683
shares
|
$233,428
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,619
shares
|
$229,372
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,508
shares
|
$222,337
0.02% of portfolio
|
Q4 2024
Added 0.37%
|