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 |
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
343
shares
|
$17,376
0.0% of portfolio
|
Q1 2025
Reduced 59.31%
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
308
shares
|
$15,603
0.01% of portfolio
|
Q3 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
302
shares
|
$15,299
0.0% of portfolio
|
Q3 2020
Reduced 2.98%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
256
shares
|
$12,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
240
shares
|
$12,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
214
shares
|
$10,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
198
shares
|
$10,030
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
169
shares
|
$8,561
0.0% of portfolio
|
Q2 2025
Reduced 65.86%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
118
shares
|
$5,977
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
118
shares
|
$5,977
0.0% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
115
shares
|
$5,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
102
shares
|
$5,167
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$5,066
0.0% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
93
shares
|
$4,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
93
shares
|
$4,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
73
shares
|
$3,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$3,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
72
shares
|
$3,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
61
shares
|
$3,090
0.0% of portfolio
|
Q1 2025
Reduced 41.35%
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
59
shares
|
$2,988
0.0% of portfolio
|
Q3 2024
Reduced 46.36%
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
57
shares
|
$2,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
52
shares
|
$2,634
0.0% of portfolio
|
Q1 2025
Added 147.62%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$2,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$2,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
34
shares
|
$1,722
0.0% of portfolio
|
Q1 2025
Reduced 92.7%
|