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 178 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
7,137
shares
|
$357,635
0.09% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
7,025
shares
|
$352,022
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,857
shares
|
$343,604
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,755
shares
|
$338,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,647
shares
|
$333,081
0.03% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,484
shares
|
$324,913
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,469
shares
|
$324,161
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,324
shares
|
$316,895
0.0% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
6,210
shares
|
$311,183
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
5,210
shares
|
$261,073
0.07% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
5,097
shares
|
$255,410
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
5,028
shares
|
$251,953
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$246,641
0.01% of portfolio
|
Q2 2024
Reduced 74.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$244,637
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,646
shares
|
$232,811
0.02% of portfolio
|
Q1 2024
Reduced 17.29%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
4,540
shares
|
$227,499
0.12% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,535
shares
|
$227,248
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,491
shares
|
$225,044
0.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,201
shares
|
$210,512
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,180
shares
|
$209,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,413
shares
|
$171,025
0.01% of portfolio
|
Q1 2024
Reduced 3.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,087
shares
|
$154,689
0.0% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,046
shares
|
$152,635
0.02% of portfolio
|
Q3 2024
Added 36.29%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,986
shares
|
$149,628
0.04% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,937
shares
|
$147,173
0.0% of portfolio
|
Q3 2024
Added 57.4%
|