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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
190
shares
|
$18,036
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
172
shares
|
$16,327
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
168
shares
|
$15,948
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
142
shares
|
$13,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
128
shares
|
$12,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
128
shares
|
$12,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
123
shares
|
$11,676
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
120
shares
|
$11,391
0.0% of portfolio
|
Q4 2024
Reduced 77.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
118
shares
|
$11,201
0.0% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
116
shares
|
$11,011
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
111
shares
|
$10,537
0.0% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
105
shares
|
$9,967
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
91
shares
|
$8,638
0.0% of portfolio
|
Q1 2024
Reduced 34.06%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
91
shares
|
$8,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
90
shares
|
$8,543
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
88
shares
|
$8,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
84
shares
|
$7,974
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
83
shares
|
$7,879
0.0% of portfolio
|
Q4 2021
Added 10.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,834
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
65
shares
|
$6,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
64
shares
|
$6,075
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
63
shares
|
$5,980
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
60
shares
|
$5,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
53
shares
|
$5,031
0.0% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
46
shares
|
$4,366
0.0% of portfolio
|
Q4 2024
New holding
|