Who owns FIDELITY COVINGTON TRUST?
- Ticker: FELV
- CUSIP Number: 31609a107
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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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 965k | $30M | 36% | Sep 2024 |
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| Sowa Financial Group | 374k | $12M | 100% | Sep 2024 |
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| Kestra Advisory Services | 312k | $9.7M | 5% | Sep 2024 |
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| LPL Financial | 257k | $8.0M | 319% | Sep 2024 |
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| Advisor Group Holdings | 113k | $3.5M | 26% | Sep 2024 |
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| J.w. Cole Advisors | 89k | $2.7M | 2% | Sep 2024 |
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| Susquehanna International | 79k | $2.5M | 300% | Sep 2024 |
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| Processus Wealth & Capital Management | 78k | $2.4M | -3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 74k | $2.3M | 50% | Sep 2024 |
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| Envestnet Asset Management | 64k | $2.0M | 197% | Sep 2024 |
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| Colony | 61k | $4.0M | 100% | Sep 2024 |
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| Essex Private Wealth Management | 58k | $1.8M | 0% | Sep 2024 |
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| Sunbelt Securities | 50k | $1.5M | 93% | Sep 2024 |
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| Essex Financial Services | 48k | $1.5M | 0% | Sep 2024 |
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| Wagner Bowman Management | 43k | $1.3M | 0% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 37k | $1.2M | 0% | Sep 2024 |
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| Goldman Sachs Group | 31k | $890k | 100% | Jun 2024 |
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| Royal Bank of Canada | 29k | $901k | -42% | Sep 2024 |
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| Larson Financial Group | 28k | $860k | -5% | Sep 2024 |
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| Investment Advisory Group | 27k | $835k | 3% | Sep 2024 |
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| CRA Financial Services | 26k | $808k | -4% | Sep 2024 |
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| Captrust Financial Advisors | 24k | $733k | 0% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 23k | $715k | 29% | Sep 2024 |
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| Raymond James & Associates | 23k | $709k | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 22k | $682k | 38% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 17k | $512k | 356% | Sep 2024 |
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| Private Advisor | 15k | $460k | 0% | Sep 2024 |
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| Citadel Advisors | 15k | $458k | 100% | Sep 2024 |
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| Morgan Stanley | 14k | $397k | 10% | Jun 2024 |
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| Stonegate Investment Group | 14k | $423k | 0% | Sep 2024 |
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| Creative Planning | 14k | $419k | 0% | Sep 2024 |
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| Jane Street | 13k | $405k | -49% | Sep 2024 |
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| EP Wealth Advisors | 13k | $404k | -38% | Sep 2024 |
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| Advisory Services Network | 13k | $368k | 0% | Sep 2024 |
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| Old Mission Capital | 13k | $363k | 100% | Jun 2024 |
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| Bensler | 12k | $380k | -1% | Sep 2024 |
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| James Investment Research | 12k | $365k | 100% | Sep 2024 |
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| Citigroup | 11k | $354k | 0% | Sep 2024 |
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| Kovitz Investment Group Partners | 11k | $7.5k | 100% | Sep 2024 |
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| Modera Wealth Management | 11k | $326k | 0% | Sep 2024 |
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| Harbour Investments | 10k | $321k | 9% | Sep 2024 |
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| Great Lakes Retirement | 9.7k | $299k | 0% | Sep 2024 |
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| Sittner & Nelson | 9.6k | $297k | 0% | Sep 2024 |
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| Mml Investors Services | 9.4k | $292k | -4% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 8.9k | $254k | -40% | Jun 2024 |
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| Harbor Group | 8.8k | $273k | 100% | Sep 2024 |
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| GSB Wealth Management | 8.7k | $271k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 8.0k | $248k | 1% | Sep 2024 |
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| Lifeworks Advisors | 8.0k | $247k | 0% | Sep 2024 |
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| Mercer Global Advisors | 7.9k | $227k | 100% | Jun 2024 |
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| Hartland & Co | 7.8k | $242k | -49% | Sep 2024 |
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| Outlook Wealth Advisors | 7.7k | $239k | 0% | Sep 2024 |
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| Burns Wealth Management | 7.6k | $236k | -11% | Sep 2024 |
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| IFP Advisors | 7.3k | $209k | 2506% | Jun 2024 |
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| Northeast Financial Consultants | 7.2k | $224k | 100% | Sep 2024 |
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| Savant Capital Management | 7.2k | $223k | 0% | Sep 2024 |
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| Valeo Financial Advisors | 6.7k | $209k | 100% | Sep 2024 |
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| Marino, Stram & Associates | 6.7k | $208k | 100% | Sep 2024 |
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| Atlantic Trust | 6.5k | $201k | 9% | Sep 2024 |
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| Mark Sheptoff Financial Planning | 5.5k | $171k | -6% | Sep 2024 |
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| Steward Partners Investment Advisory | 4.0k | $114k | 0% | Jun 2024 |
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| Rise Advisors | 4.0k | $123k | 0% | Sep 2024 |
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| Key FInancial | 2.8k | $88k | 0% | Sep 2024 |
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| Bank of America Corporation | 2.6k | $79k | 19% | Sep 2024 |
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| EverSource Wealth Advisors | 2.1k | $66k | -64% | Sep 2024 |
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| Us Bancorp | 2.0k | $62k | -71% | Sep 2024 |
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| Cordant | 1.9k | $59k | 0% | Sep 2024 |
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| Wells Fargo & Company | 1.8k | $55k | 45% | Sep 2024 |
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| North Star Investment Management | 1.7k | $51k | 0% | Sep 2024 |
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| Global Retirement Partners | 1.3k | $41k | 0% | Sep 2024 |
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| Carmichael Hill & Associates | 1.3k | $40k | 0% | Sep 2024 |
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| Goss Wealth Management | 1.1k | $31k | 0% | Jun 2024 |
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| CWM | 753.00 | $23k | 100% | Sep 2024 |
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| Investors Research Corp | 744.00 | $23k | 0% | Sep 2024 |
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| McCarthy Grittinger Financial Group | 633.00 | $20k | 0% | Sep 2024 |
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| Principal Securities | 587.00 | $18k | -64% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 572.00 | $18k | 0% | Sep 2024 |
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| Financial Freedom | 555.00 | $17k | 0% | Sep 2024 |
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| Carolinas Wealth Consulting | 502.00 | $16k | 1% | Sep 2024 |
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| Franklin Resources | 395.00 | $13k | -20% | Sep 2024 |
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| AdvisorNet Financial | 325.00 | $10k | 0% | Sep 2024 |
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| Capital Advisors | 293.00 | $9.0k | 0% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 286.00 | $8.9k | 0% | Sep 2024 |
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| Ckw Financial | 236.00 | $7.0k | 0% | Sep 2024 |
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| Gleason Group | 196.00 | $6.1k | 100% | Sep 2024 |
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| Asset Dedication | 93.00 | $2.9k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 90.00 | $2.8k | 100% | Sep 2024 |
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| Farther Finance Advisors | 70.00 | $2.2k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 32.00 | $978.000000 | -98% | Sep 2024 |
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| LRI Investments | 11.00 | $352.000000 | 0% | Sep 2024 |
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| Raleigh Capital Management | 1.00 | $24.000000 | 100% | Sep 2024 |
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| Iron Horse Wealth Management | 1.00 | $30.000000 | 0% | Sep 2024 |
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| Mather Group | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AAFCPAs Wealth Management | Jun 2024 | 9.5k | $271k |
| Birchcreek Wealth Management | Jun 2024 | 8.8k | $251k |
| Cetera Investment Advisers | Mar 2024 | 7.3k | $212k |
| HighTower Advisors | Mar 2024 | 7.0k | $203k |
| Private Ocean | Mar 2024 | 2.2k | $65k |
| Kayne Anderson Rudnick Investment Management | Jun 2024 | 1.5k | $43k |
| Jpmorgan Chase & Co | Jun 2024 | 136.00 | $3.9k |
| Newbridge Financial Services Group | Jun 2024 | 66.00 | $1.9k |