Institutional Ownership Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 2.23 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,217
shares
|
$794,957
0.0% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
11,944
shares
|
$585,494
0.09% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
11,465
shares
|
$562,014
0.0% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
10,862
shares
|
$532,455
0.07% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,810
shares
|
$480,886
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
8,355
shares
|
$409,562
0.18% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,154
shares
|
$399,709
0.0% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,896
shares
|
$387,061
0.0% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
7,438
shares
|
$364,610
0.04% of portfolio
|
Q3 2023
Added 28.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,231
shares
|
$305,443
0.02% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,884
shares
|
$288,433
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
5,869
shares
|
$287,698
0.12% of portfolio
|
Q1 2024
Reduced 61.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,868
shares
|
$287,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
5,824
shares
|
$285,492
0.25% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$244,903
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,966
shares
|
$243,433
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
4,839
shares
|
$237,207
0.12% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,829
shares
|
$236,717
0.0% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,631
shares
|
$227,011
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,234
shares
|
$207,550
0.02% of portfolio
|
Q3 2025
Reduced 67.42%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,343
shares
|
$163,873
0.03% of portfolio
|
Q3 2025
Added 2056.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,461
shares
|
$120,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,300
shares
|
$112,746
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,150
shares
|
$105,393
0.0% of portfolio
|
Q3 2025
Reduced 29.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,792
shares
|
$87,843
0.03% of portfolio
|
Q3 2025
Added 1.7%
|
|