Institutional Ownership Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
429,872
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
381,148
shares
|
$7.95 Million
3.6% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
191,763
shares
|
$4 Million
0.02% of portfolio
|
Q2 2024
Added 10.96%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
104,678
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
79,839
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.01%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
77,652
shares
|
$1.62 Million
0.52% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
68,636
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
59,054
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
55,260
shares
|
$1.15 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
52,591
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
38,281
shares
|
$798,541
0.93% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,985
shares
|
$583,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
22,208
shares
|
$463,258
0.0% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
21,439
shares
|
$447,217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
16,896
shares
|
$352,450
0.28% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
16,653
shares
|
$347,381
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,773
shares
|
$329,024
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
15,456
shares
|
$322,412
0.03% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
14,361
shares
|
$299,570
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
14,252
shares
|
$297,296
0.0% of portfolio
|
Q2 2024
Added 132.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,140
shares
|
$294,960
0.0% of portfolio
|
Q2 2024
Reduced 57.36%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
12,308
shares
|
$256,744
0.03% of portfolio
|
Q2 2024
Added 16.45%
|
|
|
Sequent Asset Management, LLC
|
Jul 26, 2024 Q2 2024 |
12,050
shares
|
$251,363
0.21% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,852
shares
|
$205,512
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
9,000
shares
|
$187,740
0.0% of portfolio
|
Q4 2023
New holding
|