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 16 institutions that hold shares in the stock, with a total of 481,230 shares, which have been reported (via 13F filing form) to have a value of $10.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
149,547
shares
|
$3.15 Million
2.12% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
106,407
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,668
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
49,946
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
27,310
shares
|
$575,694
0.0% of portfolio
|
Q1 2025
Added 43.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
20,001
shares
|
$421,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,302
shares
|
$301,486
0.0% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
13,683
shares
|
$288,437
0.15% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,338
shares
|
$154,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,986
shares
|
$105,104
0.0% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,929
shares
|
$82,823
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,003
shares
|
$63,303
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,337
shares
|
$49,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,601
shares
|
$33,749
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37
shares
|
$779
0.0% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|