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 125 institutions that hold shares in the stock, with a total of 9.64 Million shares, which have been reported (via 13F filing form) to have a value of $608 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,897
shares
|
$372,100
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,635
shares
|
$355,568
0.01% of portfolio
|
Q4 2024
Added 228.19%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,331
shares
|
$336,386
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,180
shares
|
$326,858
0.0% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,151
shares
|
$325,028
0.03% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,057
shares
|
$319,096
0.04% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,005
shares
|
$315,815
0.08% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$305,277
0.01% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,781
shares
|
$301,681
0.1% of portfolio
|
Q3 2023
Reduced 83.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
4,628
shares
|
$292,026
0.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,605
shares
|
$290,575
0.05% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,560
shares
|
$287,736
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,553
shares
|
$287,294
0.0% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,065
shares
|
$256,501
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,932
shares
|
$248,109
0.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,727
shares
|
$235,173
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,713
shares
|
$234,290
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,683
shares
|
$232,397
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,508
shares
|
$221,354
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,508
shares
|
$221,354
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,411
shares
|
$215,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,109
shares
|
$196,177
0.01% of portfolio
|
Q3 2021
Reduced 64.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,850
shares
|
$179,835
0.03% of portfolio
|
Q1 2023
Added 11.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,751
shares
|
$173,588
0.0% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,747
shares
|
$173,335
0.0% of portfolio
|
Q4 2024
Added 3.39%
|