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 118 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,579
shares
|
$1.94 Million
3.11% of portfolio
|
Q3 2022
Reduced 5.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
30,523
shares
|
$1.94 Million
0.67% of portfolio
|
Q3 2023
Reduced 48.76%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
27,915
shares
|
$1.78 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
26,833
shares
|
$1.71 Million
1.49% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
26,520
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
26,501
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
25,963
shares
|
$1.65 Million
0.79% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
25,701
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
25,169
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,306
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
21,199
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19,655
shares
|
$1.25 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
19,000
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,591
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
18,345
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 39.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,060
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,769
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,671
shares
|
$996,675
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
15,660
shares
|
$995,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,586
shares
|
$991,269
0.03% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$893,707
0.15% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
13,017
shares
|
$827,881
0.01% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,526
shares
|
$796,653
0.01% of portfolio
|
Q4 2024
Added 97.57%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,237
shares
|
$778,273
0.03% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
11,834
shares
|
$752,642
0.29% of portfolio
|
Q4 2024
Added 0.05%
|