Institutional Ownership Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,485,415
shares
|
$105 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
744,776
shares
|
$52.9 Million
0.55% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
683,913
shares
|
$48.6 Million
0.04% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
368,087
shares
|
$26.1 Million
0.14% of portfolio
|
Q3 2024
Added 111.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
258,178
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
226,846
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
152,542
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
150,237
shares
|
$10.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
122,119
shares
|
$8.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
117,256
shares
|
$8.32 Million
2.94% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
98,591
shares
|
$7 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
94,355
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
88,382
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
88,319
shares
|
$6.27 Million
0.0% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
79,822
shares
|
$5.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
77,658
shares
|
$5.51 Million
0.8% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,521
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
72,744
shares
|
$5.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.48%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
71,997
shares
|
$5.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,651
shares
|
$5.09 Million
0.11% of portfolio
|
Q1 2024
Added 76.95%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
65,018
shares
|
$4.62 Million
0.29% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
63,685
shares
|
$4.52 Million
0.08% of portfolio
|
Q3 2022
Reduced 8.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
61,400
shares
|
$4.36 Million
0.09% of portfolio
|
Q2 2024
Reduced 18.75%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
57,581
shares
|
$4.09 Million
2.5% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
53,819
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|