Institutional Ownership Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
987,768
shares
|
$52.5 Million
1.83% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
393,071
shares
|
$20.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
263,357
shares
|
$14 Million
3.12% of portfolio
|
Q4 2022
Reduced 12.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
235,686
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
223,225
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
177,740
shares
|
$9.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,960
shares
|
$9.31 Million
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
107,042
shares
|
$5.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,234
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
88,026
shares
|
$4.68 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
84,997
shares
|
$4.52 Million
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
82,639
shares
|
$4.4 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
73,016
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
68,988
shares
|
$3.67 Million
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
63,315
shares
|
$3.37 Million
2.59% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
59,848
shares
|
$3.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,287
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
42,664
shares
|
$2.27 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40,674
shares
|
$2.16 Million
0.83% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,102
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,678
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,287
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
32,177
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
26,714
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,204
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 30.71%
|