Institutional Ownership Fidelity Covington Tr Stocks F (FCPI)
This table provides information about the institutional ownership of Fidelity Covington Tr Stocks F (FCPI). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 705,186 shares, which have been reported (via 13F filing form) to have a value of $29.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$185,535
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,774
shares
|
$155,602
0.01% of portfolio
|
Q2 2024
Reduced 40.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,377
shares
|
$139,233
0.0% of portfolio
|
Q4 2023
Reduced 6.14%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,419
shares
|
$99,735
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,455
shares
|
$59,989
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,314
shares
|
$54,176
0.0% of portfolio
|
Q4 2024
Added 65600.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,068
shares
|
$44,033
0.0% of portfolio
|
Q3 2024
Reduced 58.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
768
shares
|
$31,664
0.0% of portfolio
|
Q4 2024
Added 76700.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
715
shares
|
$29,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
356
shares
|
$14,677
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
331
shares
|
$13,647
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
182
shares
|
$7,503
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
120
shares
|
$4,947
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
105
shares
|
$4,329
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
100
shares
|
$4,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68
shares
|
$2,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
53
shares
|
$2,185
0.0% of portfolio
|
Q2 2024
Reduced 48.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$2,061
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25
shares
|
$1,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
5
shares
|
$206
0.0% of portfolio
|
Q4 2024
New holding
|