Institutional Ownership Fidelity Covington Tr Preferre (FPFD)
This table provides information about the institutional ownership of Fidelity Covington Tr Preferre (FPFD). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 308,534 shares, which have been reported (via 13F filing form) to have a value of $6.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
119,950
shares
|
$2.61 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,138
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
50,439
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,987
shares
|
$368,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
13,425
shares
|
$291,591
0.15% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,818
shares
|
$278,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
11,498
shares
|
$249,736
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$80,255
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,991
shares
|
$64,964
0.0% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,494
shares
|
$54,169
0.04% of portfolio
|
Q3 2024
Added 425.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,337
shares
|
$50,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,719
shares
|
$37,336
0.0% of portfolio
|
Q2 2023
Added 3.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$21,958
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
32
shares
|
$695
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|