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 72 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
924
shares
|
$45,155
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
800
shares
|
$39,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
774
shares
|
$37,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
736
shares
|
$35,968
0.0% of portfolio
|
Q4 2024
Added 1652.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
716
shares
|
$34,990
0.0% of portfolio
|
Q2 2024
Reduced 58.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
636
shares
|
$31,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
401
shares
|
$19,596
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
265
shares
|
$12,950
0.01% of portfolio
|
Q3 2024
Added 120.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
225
shares
|
$10,995
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
201
shares
|
$9,822
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
165
shares
|
$8,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
107
shares
|
$5,229
0.0% of portfolio
|
Q2 2023
Reduced 71.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
89
shares
|
$4,349
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
83
shares
|
$4,056
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80
shares
|
$3,909
0.0% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
69
shares
|
$3,372
0.0% of portfolio
|
Q4 2024
Reduced 35.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25
shares
|
$1,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
8
shares
|
$390
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3
shares
|
$146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$48
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|