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 243 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
44
shares
|
$4,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,797
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
37
shares
|
$3,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
36
shares
|
$3,417
0.0% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
35
shares
|
$3,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
35
shares
|
$3,322
0.0% of portfolio
|
Q3 2024
Reduced 62.37%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
34
shares
|
$3,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$2,942
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
30
shares
|
$2,847
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
20
shares
|
$1,898
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
15
shares
|
$1,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
12
shares
|
$1,139
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$474
0.05% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$94
0.0% of portfolio
|
Q3 2024
Reduced 98.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|