Who owns FIDELITY COVINGTON TRUST?
- Ticker: FELG
- CUSIP Number: 31609a305
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 |
|---|---|---|---|---|---|
| Spectrum Investment Advisors | 673k | $18M | 100% | Dec 2023 |
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| Arden Trust | 372k | $11M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 275k | $8.1M | 34% | Mar 2024 |
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| Rollins Financial | 149k | $3.9M | 100% | Dec 2023 |
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| Kestra Advisory Services | 139k | $3.7M | 100% | Dec 2023 |
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| Royal Bank of Canada | 88k | $2.3M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 84k | $2.5M | -22% | Mar 2024 |
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| Advisor Group Holdings | 82k | $2.1M | 100% | Dec 2023 |
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| Lincoln National | 62k | $1.6M | 100% | Dec 2023 |
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| Citadel Advisors | 55k | $1.4M | 100% | Dec 2023 |
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| Verdence Capital Advisors | 49k | $1.5M | 23% | Mar 2024 |
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| Lido Advisors | 43k | $1.1M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 33k | $871k | 100% | Dec 2023 |
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| Mercer Global Advisors | 29k | $756k | 100% | Dec 2023 |
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| AE Wealth Management | 29k | $780k | 100% | Dec 2023 |
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| Key FInancial | 26k | $686k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 23k | $691k | 100% | Mar 2024 |
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| Creekmur Asset Management | 21k | $551k | 100% | Dec 2023 |
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| EP Wealth Advisors | 20k | $521k | 100% | Dec 2023 |
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| Pure Financial Advisors | 19k | $556k | 0% | Mar 2024 |
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| Valeo Financial Advisors | 19k | $530k | -5% | Mar 2024 |
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| IFG Advisory | 17k | $445k | 100% | Dec 2023 |
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| Eagle Strategies | 16k | $485k | 100% | Mar 2024 |
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| Gibson Capital | 16k | $480k | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 16k | $407k | 100% | Dec 2023 |
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| HighTower Advisors | 16k | $407k | 100% | Dec 2023 |
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| Bensler | 15k | $445k | 0% | Mar 2024 |
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| BKD Wealth Advisors | 15k | $440k | -31% | Mar 2024 |
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| Janney Montgomery Scott | 13k | $333k | 100% | Dec 2023 |
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| Perennial Advisors | 13k | $375k | 0% | Mar 2024 |
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| Creative Planning | 13k | $329k | 100% | Dec 2023 |
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| Security National Bank | 11k | $330k | 100% | Mar 2024 |
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| Kovitz Investment Group Partners | 11k | $289k | 100% | Dec 2023 |
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| Pathstone Holdings | 11k | $277k | 100% | Dec 2023 |
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| Beacon Investment Advisory Services | 10k | $263k | 100% | Dec 2023 |
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| TrinityPoint Wealth | 9.8k | $257k | 100% | Dec 2023 |
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| National Wealth Management Group | 9.6k | $253k | 100% | Dec 2023 |
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| Madrona Financial Services | 9.4k | $278k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 9.1k | $240k | 100% | Dec 2023 |
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| Vestor Capital Corp | 9.0k | $236k | 100% | Dec 2023 |
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| Kuhn & Co Investment Counsel | 8.5k | $223k | 100% | Dec 2023 |
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| Calamos Wealth Management | 8.2k | $216k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 6.2k | $182k | -6% | Mar 2024 |
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| Richardson Capital Management | 5.8k | $171k | 100% | Mar 2024 |
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| Sunbelt Securities | 5.0k | $146k | -1% | Mar 2024 |
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| Advisory Services Network | 4.5k | $117k | 100% | Dec 2023 |
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| UBS Group | 4.3k | $112k | 100% | Dec 2023 |
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| Wells Fargo & Company | 3.7k | $98k | 100% | Dec 2023 |
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| IFP Advisors | 3.7k | $97k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 3.2k | $85k | 100% | Dec 2023 |
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| Baystate Wealth Management | 3.1k | $81k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.8k | $74k | 100% | Dec 2023 |
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| Harbour Investments | 2.3k | $61k | 100% | Dec 2023 |
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| Proequities | 2.3k | $67M | 0% | Mar 2024 |
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| Us Bancorp | 2.2k | $58k | 100% | Dec 2023 |
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| Larson Financial Group | 2.1k | $56k | 100% | Dec 2023 |
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| MCF Advisors | 1.8k | $52k | 100% | Mar 2024 |
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| AdvisorNet Financial | 1.3k | $38k | 0% | Mar 2024 |
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| Summit Investment Advisors | 1.1k | $29k | 100% | Dec 2023 |
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| WealthTrust DunckerStreett | 881.00 | $26k | 0% | Mar 2024 |
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| Central Trust & Investment | 881.00 | $26k | 0% | Mar 2024 |
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| Lindbrook Capital | 441.00 | $13k | 100% | Mar 2024 |
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| McIlrath & Eck | 432.00 | $11k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 369.00 | $11k | 100% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 324.00 | $9.6k | 0% | Mar 2024 |
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| Bank of America Corporation | 266.00 | $7.0k | 100% | Dec 2023 |
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| Fifth Third Bancorp | 231.00 | $6.8k | 0% | Mar 2024 |
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| GHP Investment Advisors | 121.00 | $3.6k | 1% | Mar 2024 |
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| Parallel Advisors | 102.00 | $2.7k | 100% | Dec 2023 |
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| Creative Financial Designs | 100.00 | $3.0k | 100% | Mar 2024 |
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| Newbridge Financial Services Group | 5.00 | $148.000000 | 0% | Mar 2024 |
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| Farther Finance Advisors | 3.00 | $87.999900 | 100% | Dec 2023 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CWM | Dec 2023 | 12k | $324k |
| Iron Horse Wealth Management | Dec 2023 | 6.5k | $170k |
| Global Retirement Partners | Dec 2023 | 1.4k | $36k |