Institutional Ownership Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $503 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,230,440
shares
|
$112 Million
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,111,215
shares
|
$55.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
435,084
shares
|
$21.9 Million
0.12% of portfolio
|
Q3 2024
Added 420.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
416,993
shares
|
$21 Million
0.22% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
402,476
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
291,098
shares
|
$14.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
265,205
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
249,449
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
213,386
shares
|
$10.7 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
180,728
shares
|
$9.09 Million
0.06% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
177,042
shares
|
$8.9 Million
1.66% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
161,357
shares
|
$8.11 Million
1.26% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
159,195
shares
|
$8 Million
0.47% of portfolio
|
Q3 2024
Added 523.61%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
157,660
shares
|
$7.93 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
150,162
shares
|
$7.55 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
146,556
shares
|
$7.37 Million
1.91% of portfolio
|
Q4 2024
Reduced 44.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
126,943
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
126,763
shares
|
$6.37 Million
0.0% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
117,071
shares
|
$5.89 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
112,037
shares
|
$5.63 Million
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
110,875
shares
|
$5.57 Million
1.84% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
110,703
shares
|
$5.57 Million
0.49% of portfolio
|
Q4 2022
Reduced 4.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
109,522
shares
|
$5.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
104,796
shares
|
$5.27 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
99,926
shares
|
$5.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.87%
|