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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
22,181
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
22,056
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,213
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,279
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
19,901
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,848
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,518
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
19,135
shares
|
$1.82 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,907
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
17,864
shares
|
$1.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
17,734
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
16,612
shares
|
$1.58 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
16,367
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,358
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,936
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
15,576
shares
|
$1.48 Million
0.52% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
15,241
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,043
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,419
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,009
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
13,680
shares
|
$1.3 Million
0.75% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,626
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.08%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
12,779
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 105.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
12,161
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,262
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 77.43%
|