Institutional Ownership Fidelity Covington Tr Quality (FQAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Quality (FQAL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $327 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 |
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,077,213
shares
|
$65.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
944,390
shares
|
$57.4 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
540,878
shares
|
$32.8 Million
0.21% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
280,726
shares
|
$17 Million
3.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
240,921
shares
|
$14.6 Million
2.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
236,445
shares
|
$14.4 Million
0.89% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
172,317
shares
|
$10.5 Million
1.26% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
134,495
shares
|
$8.17 Million
0.01% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
114,995
shares
|
$6.98 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
101,624
shares
|
$6.17 Million
0.64% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
96,355
shares
|
$5.85 Million
0.02% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
76,807
shares
|
$4.66 Million
0.01% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
70,465
shares
|
$4.28 Million
0.04% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
69,223
shares
|
$4.2 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
61,667
shares
|
$3.75 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
54,011
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,427
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
44,869
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,019
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Added 89.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
38,752
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,660
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
37,666
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
36,820
shares
|
$2.24 Million
0.88% of portfolio
|
Q1 2023
Reduced 11.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
33,739
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
32,266
shares
|
$1.96 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.8%
|