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 212 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 $508 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 |
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
4,925
shares
|
$249,500
0.03% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,882
shares
|
$247,322
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,690
shares
|
$237,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
4,632
shares
|
$234,657
0.08% of portfolio
|
Q1 2025
Added 2.21%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,561
shares
|
$231,060
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,535
shares
|
$229,743
0.05% of portfolio
|
Q1 2024
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,533
shares
|
$229,641
0.01% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
4,365
shares
|
$221,130
0.15% of portfolio
|
Q2 2025
Added 0.58%
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,122
shares
|
$208,820
0.01% of portfolio
|
Q2 2025
Added 108.08%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,937
shares
|
$199,448
0.03% of portfolio
|
Q2 2025
New holding
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,913
shares
|
$198,232
0.01% of portfolio
|
Q2 2025
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,913
shares
|
$198,232
0.04% of portfolio
|
Q2 2025
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,641
shares
|
$184,453
0.01% of portfolio
|
Q4 2024
Added 151.45%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,412
shares
|
$172,851
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,986
shares
|
$151,270
0.04% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,830
shares
|
$143,367
0.01% of portfolio
|
Q1 2025
Added 9.69%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,819
shares
|
$142,810
0.0% of portfolio
|
Q1 2025
Added 10.29%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,513
shares
|
$127,308
0.0% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,418
shares
|
$122,495
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,209
shares
|
$111,907
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,885
shares
|
$95,494
0.0% of portfolio
|
Q2 2022
Reduced 2.58%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,672
shares
|
$84,703
0.0% of portfolio
|
Q2 2025
Added 1462.62%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,535
shares
|
$77,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,461
shares
|
$74,014
0.03% of portfolio
|
Q2 2025
Added 117.73%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,440
shares
|
$72,950
0.0% of portfolio
|
Q2 2020
New holding
|