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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,228
shares
|
$401,364
0.0% of portfolio
|
Q4 2024
Reduced 23.0%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,216
shares
|
$400,224
0.13% of portfolio
|
Q2 2023
Reduced 7.6%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,124
shares
|
$391,491
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
4,042
shares
|
$383,707
0.28% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,003
shares
|
$380,004
0.03% of portfolio
|
Q1 2024
Reduced 34.89%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
3,857
shares
|
$366,145
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
3,849
shares
|
$365,385
0.04% of portfolio
|
Q4 2024
Added 47.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
3,729
shares
|
$353,993
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,676
shares
|
$348,962
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,579
shares
|
$339,754
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,455
shares
|
$327,983
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,406
shares
|
$323,331
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,392
shares
|
$322,002
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,275
shares
|
$310,895
0.02% of portfolio
|
Q3 2024
Added 46.53%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,127
shares
|
$296,846
0.11% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,125
shares
|
$296,656
0.01% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,078
shares
|
$292,194
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,074
shares
|
$291,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,011
shares
|
$285,834
0.17% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,978
shares
|
$282,701
0.0% of portfolio
|
Q4 2024
Reduced 43.04%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,977
shares
|
$282,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,973
shares
|
$282,226
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,963
shares
|
$281,277
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,912
shares
|
$276,436
0.04% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$265,804
0.3% of portfolio
|
Q4 2024
Reduced 6.04%
|