Institutional Ownership Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $748 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,478
shares
|
$728,853
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,287
shares
|
$716,724
0.0% of portfolio
|
Q3 2024
Added 29.9%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,670
shares
|
$677,545
0.24% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,400
shares
|
$660,400
0.17% of portfolio
|
Q2 2022
Reduced 0.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,368
shares
|
$658,368
0.02% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,459
shares
|
$600,646
0.04% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,274
shares
|
$588,899
0.0% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,260
shares
|
$588,010
0.06% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
9,024
shares
|
$573,024
0.02% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,912
shares
|
$565,912
0.0% of portfolio
|
Q3 2024
Reduced 52.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,901
shares
|
$565,213
0.03% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
8,897
shares
|
$564,959
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,878
shares
|
$563,753
0.0% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$551,180
0.21% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,064
shares
|
$512,064
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,403
shares
|
$470,090
0.0% of portfolio
|
Q3 2024
Added 121.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,304
shares
|
$463,804
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,182
shares
|
$456,057
0.0% of portfolio
|
Q3 2024
Reduced 32.44%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,181
shares
|
$455,993
0.24% of portfolio
|
Q2 2023
Reduced 81.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,074
shares
|
$449,199
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,060
shares
|
$448,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
6,167
shares
|
$391,604
0.03% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,034
shares
|
$383,159
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,875
shares
|
$373,062
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,635
shares
|
$357,822
0.01% of portfolio
|
Q4 2024
Added 228.19%
|