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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,542
shares
|
$75,588
0.01% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,040
shares
|
$50,980
0.0% of portfolio
|
Q3 2025
Added 69.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$49,020
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
989
shares
|
$48,480
0.0% of portfolio
|
Q1 2022
Reduced 99.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
766
shares
|
$37,549
0.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
758
shares
|
$37,157
0.0% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
734
shares
|
$35,980
0.0% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
732
shares
|
$35,882
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
688
shares
|
$33,725
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
346
shares
|
$16,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
240
shares
|
$11,764
0.0% of portfolio
|
Q3 2025
Added 269.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
232
shares
|
$11,372
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
225
shares
|
$11,029
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
180
shares
|
$8,823
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
108
shares
|
$5,294
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$4,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10
shares
|
$490
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
8
shares
|
$392
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|