Who owns FIDELITY COVINGTON TRUST?
- Ticker: FELV
- CUSIP Number: 31609a107
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity Covington Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity Covington Trust stock
Who bought or sold FIDELITY COVINGTON TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Lincoln National | 282k | $7.6M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 182k | $4.9M | 100% | Dec 2023 |
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| Kestra Advisory Services | 170k | $4.6M | 100% | Dec 2023 |
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| Royal Bank of Canada | 108k | $2.9M | 100% | Dec 2023 |
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| J.w. Cole Advisors | 89k | $2.4M | 100% | Dec 2023 |
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| Processus Wealth & Capital Management | 80k | $2.3M | 100% | Mar 2024 |
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| Advisor Group Holdings | 76k | $2.0M | 100% | Dec 2023 |
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| Baird Financial | 61k | $1.6M | 100% | Dec 2023 |
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| Essex Private Wealth Management | 59k | $1.7M | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 55k | $1.6M | 2% | Mar 2024 |
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| Essex Financial Services | 44k | $1.3M | 3% | Mar 2024 |
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| Wagner Bowman Management | 43k | $1.2M | -18% | Mar 2024 |
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| Larson Financial Group | 29k | $784k | 100% | Dec 2023 |
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| Jane Street | 28k | $761k | 100% | Dec 2023 |
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| CRA Financial Services | 28k | $826k | 0% | Mar 2024 |
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| Sunbelt Securities | 26k | $748k | -3% | Mar 2024 |
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| Investment Advisory Group | 25k | $663k | 100% | Dec 2023 |
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| Raymond James & Associates | 23k | $673k | 100% | Mar 2024 |
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| Hartland & Co | 15k | $408k | 100% | Dec 2023 |
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| Bensler | 15k | $403k | 100% | Dec 2023 |
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| Private Advisor | 15k | $400k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 15k | $431k | 52% | Mar 2024 |
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| Captrust Financial Advisors | 15k | $392k | 100% | Dec 2023 |
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| Citadel Advisors | 14k | $367k | 100% | Dec 2023 |
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| Stonegate Investment Group | 14k | $396k | 100% | Mar 2024 |
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| Creative Planning | 14k | $362k | 100% | Dec 2023 |
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| Citigroup | 11k | $307k | 100% | Dec 2023 |
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| Advisory Services Network | 11k | $302k | 100% | Dec 2023 |
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| Modera Wealth Management | 11k | $282k | 100% | Dec 2023 |
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| AAFCPAs Wealth Management | 9.6k | $258k | 100% | Dec 2023 |
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| Lifeworks Advisors | 9.0k | $243k | 100% | Dec 2023 |
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| AE Wealth Management | 8.9k | $242k | 100% | Dec 2023 |
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| Nwam | 7.9k | $211k | 100% | Dec 2023 |
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| Outlook Wealth Advisors | 7.7k | $223k | 1% | Mar 2024 |
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| Mark Sheptoff Financial Planning | 6.1k | $163k | 100% | Dec 2023 |
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| EP Wealth Advisors | 4.2k | $113k | 100% | Dec 2023 |
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| Rise Advisors | 3.9k | $115k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.9k | $106k | 100% | Dec 2023 |
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| Principal Securities | 2.9k | $79k | 100% | Dec 2023 |
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| Key FInancial | 2.8k | $76k | 100% | Dec 2023 |
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| Proequities | 2.6k | $71M | 100% | Dec 2023 |
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| Private Ocean | 2.2k | $65k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 2.0k | $59k | -81% | Mar 2024 |
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| Cordant | 1.9k | $56k | 1% | Mar 2024 |
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| CWM | 1.8k | $52k | 100% | Mar 2024 |
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| Bank Of Montreal | 1.5k | $39k | 100% | Dec 2023 |
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| Creative Capital Management Investments | 1.3k | $38k | 1% | Mar 2024 |
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| Carmichael Hill & Associates | 1.3k | $37k | 0% | Mar 2024 |
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| UBS Group | 1.1k | $29k | 100% | Dec 2023 |
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| Wells Fargo & Company | 920.00 | $25k | 100% | Dec 2023 |
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| Us Bancorp | 791.00 | $21k | 100% | Dec 2023 |
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| Harbour Investments | 575.00 | $15k | 100% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 568.00 | $17k | 1% | Mar 2024 |
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| Financial Freedom | 552.00 | $16k | 1% | Mar 2024 |
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| Franklin Resources | 395.00 | $11k | 100% | Dec 2023 |
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| AdvisorNet Financial | 325.00 | $9.5k | 0% | Mar 2024 |
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| Capital Advisors | 291.00 | $8.0k | 1% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 286.00 | $8.4k | 0% | Mar 2024 |
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| IFP Advisors | 280.00 | $7.5k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 253.00 | $6.8k | 100% | Dec 2023 |
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| Ckw Financial | 236.00 | $7.0k | 0% | Mar 2024 |
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| Mather Group | 137.00 | $3.7k | 100% | Mar 2024 |
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| Asset Dedication | 92.00 | $3.0k | 1% | Mar 2024 |
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| Farther Finance Advisors | 70.00 | $1.9k | 100% | Dec 2023 |
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| Newbridge Financial Services Group | 66.00 | $1.9k | 0% | Mar 2024 |
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| HBC Financial Services, P | 20.00 | $0 | 100% | Dec 2023 |
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| Iron Horse Wealth Management | 1.00 | $28.000000 | -99% | Mar 2024 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Trinity Legacy Partners | Dec 2023 | 35k | $935k |
| Traynor Capital Management | Dec 2023 | 18k | $470k |
| Gradient Investments | Dec 2023 | 358.00 | $9.6k |