Institutional Ownership Fidelity Covington Tr Msci Con (FDIS)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FDIS). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
80
shares
|
$7,880
0.0% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
66
shares
|
$6,501
0.06% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
53
shares
|
$5,221
0.0% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
50
shares
|
$4,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
48
shares
|
$4,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
46
shares
|
$4,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
44
shares
|
$4,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
42
shares
|
$4,137
0.0% of portfolio
|
Q1 2025
Reduced 70.42%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
41
shares
|
$4,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
40
shares
|
$3,940
0.0% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
36
shares
|
$3,546
0.0% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
35
shares
|
$3,447
0.0% of portfolio
|
Q3 2025
Added 218.18%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35
shares
|
$3,447
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35
shares
|
$3,447
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
34
shares
|
$3,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$3,053
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
30
shares
|
$2,955
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30
shares
|
$2,955
0.0% of portfolio
|
Q2 2025
Reduced 97.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
25
shares
|
$2,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
20
shares
|
$1,970
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
16
shares
|
$1,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
15
shares
|
$1,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
12
shares
|
$1,182
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,182
0.0% of portfolio
|
Q3 2025
New holding
|
|