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 |
|---|---|---|---|---|---|
| FMR | 14M | $466M | 9% | Sep 2025 |
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| Commonwealth Equity Services | 1.8M | $61M | 4% | Sep 2025 |
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| Independence Financial Advisors | 916k | $31M | 5% | Sep 2025 |
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| Sowa Financial Group | 626k | $21M | 3% | Sep 2025 |
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| Advisor Group Holdings | 561k | $19M | 1% | Sep 2025 |
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| LPL Financial | 437k | $15M | -5% | Sep 2025 |
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| Christopher Weil & Company | 253k | $8.5M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 203k | $6.8M | 44% | Sep 2025 |
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| Kestra Advisory Services | 203k | $6.8M | 24% | Sep 2025 |
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| Advisory Resource Group | 194k | $6.5M | 22% | Sep 2025 |
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| Raymond James Financial | 171k | $5.7M | 36% | Sep 2025 |
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| J.w. Cole Advisors | 150k | $5.0M | 39% | Sep 2025 |
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| Stratos Wealth Partners | 141k | $4.7M | -30% | Sep 2025 |
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| Cambridge Investment Research Advisors | 107k | $3.6M | 0% | Sep 2025 |
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| Royal Bank of Canada | 86k | $2.9M | 28% | Sep 2025 |
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| Investmark Advisory Group | 80k | $2.7M | 28% | Sep 2025 |
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| Processus Wealth & Capital Management | 77k | $2.6M | -1% | Sep 2025 |
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| Private Advisor | 66k | $2.2M | 4% | Sep 2025 |
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| Baird Financial | 58k | $1.9M | 0% | Sep 2025 |
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| Sunbelt Securities | 50k | $1.7M | 4% | Sep 2025 |
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| Essex Financial Services | 48k | $1.6M | 0% | Sep 2025 |
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| Citadel Advisors | 38k | $1.3M | -47% | Sep 2025 |
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| Investment Advisory Group | 38k | $1.3M | -1% | Sep 2025 |
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| Goss Wealth Management | 35k | $1.2M | -22% | Sep 2025 |
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| PKS Advisory Services | 34k | $1.1M | 100% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 34k | $1.1M | -4% | Sep 2025 |
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| Creative Planning | 26k | $874k | 53% | Sep 2025 |
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| CRA Financial Services | 23k | $766k | -1% | Sep 2025 |
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| James Investment Research | 22k | $738k | 16% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 22k | $729k | -1% | Sep 2025 |
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| Beacon Pointe Advisors | 22k | $726k | 100% | Sep 2025 |
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| NFP Retirement | 20k | $650k | 0% | Sep 2025 |
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| Harbor Asset Planning | 20k | $685k | 100% | Sep 2025 |
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| Ball & Co Wealth Management | 20k | $677k | 18% | Sep 2025 |
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| Adviser Investments | 20k | $671k | 0% | Sep 2025 |
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| Envestnet Asset Management | 20k | $659k | -98% | Sep 2025 |
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| H D Vest Advisory Services | 19k | $608k | 34% | Jun 2025 |
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| Wagner Bowman Management | 19k | $625k | 0% | Sep 2025 |
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| Clarity Asset Management | 18k | $589k | 17% | Sep 2025 |
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| Captrust Financial Advisors | 17k | $570k | 1% | Sep 2025 |
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| Harbour Investments | 17k | $567k | 7% | Sep 2025 |
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| Larson Financial Group | 16k | $544k | -11% | Sep 2025 |
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| Mercer Global Advisors | 16k | $542k | 3% | Sep 2025 |
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| Morgan Stanley | 15k | $483k | 100% | Jun 2025 |
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| Stonegate Investment Group | 14k | $462k | 0% | Sep 2025 |
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| Dunhill Financial | 13k | $448k | 100% | Sep 2025 |
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| Advisory Services Network | 13k | $434k | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 13k | $430k | -7% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $379k | 7% | Sep 2025 |
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| Wealthcare Advisory Partners | 11k | $366k | 10% | Sep 2025 |
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| Bestgate Wealth Advisors | 11k | $364k | 0% | Sep 2025 |
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| Modera Wealth Management | 11k | $360k | 0% | Sep 2025 |
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| WCG Wealth Advisors | 10k | $348k | 100% | Sep 2025 |
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| Hrt Financial | 10k | $340k | 51% | Sep 2025 |
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| Colony | 9.8k | $330k | 100% | Sep 2025 |
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| Roxbury Financial | 9.8k | $329k | -1% | Sep 2025 |
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| Sittner & Nelson | 9.6k | $322k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 9.4k | $317k | 23% | Sep 2025 |
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| Mml Investors Services | 9.4k | $314k | -7% | Sep 2025 |
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| Susquehanna International | 9.4k | $314k | -14% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 9.0k | $302k | -7% | Sep 2025 |
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| Harbor Group | 8.9k | $298k | 0% | Sep 2025 |
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| North Capital | 8.8k | $294k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 8.2k | $273k | 12% | Sep 2025 |
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| TBH Global Asset Management | 8.1k | $272k | 100% | Sep 2025 |
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| Lido Advisors | 8.0k | $270k | 1% | Sep 2025 |
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| Lifeworks Advisors | 8.0k | $268k | 0% | Sep 2025 |
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| Global Wealth Management Investment Advisory | 7.9k | $264k | 100% | Sep 2025 |
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| Outlook Wealth Advisors | 7.8k | $263k | 0% | Sep 2025 |
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| Hartland & Co | 7.8k | $262k | 0% | Sep 2025 |
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| Foronjy Financial | 7.7k | $260k | 100% | Sep 2025 |
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| Quantinno Capital Management | 7.6k | $255k | 0% | Sep 2025 |
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| IFP Advisors | 7.6k | $254k | 2% | Sep 2025 |
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| Integrated Wealth Concepts | 7.6k | $253k | 0% | Sep 2025 |
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| GSB Wealth Management | 7.5k | $251k | 100% | Sep 2025 |
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| Savant Capital Management | 7.2k | $242k | 0% | Sep 2025 |
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| Dynamic Financial Group | 7.2k | $242k | -2% | Sep 2025 |
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| FMA Wealth Management | 7.0k | $235k | -1% | Sep 2025 |
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| Burns Wealth Management | 7.0k | $235k | 0% | Sep 2025 |
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| Northeast Financial Consultants | 7.0k | $222k | -6% | Jun 2025 |
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| Ameritas Advisory Services | 7.0k | $233k | 57% | Sep 2025 |
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| Cresset Asset Management | 6.9k | $233k | 0% | Sep 2025 |
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| Bensler | 6.8k | $228k | -25% | Sep 2025 |
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| Atlantic Trust | 6.7k | $226k | -27% | Sep 2025 |
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| Marino, Stram & Associates | 6.7k | $225k | 0% | Sep 2025 |
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| Valeo Financial Advisors | 6.6k | $220k | 0% | Sep 2025 |
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| CI Private Wealth | 6.1k | $206k | 100% | Sep 2025 |
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| Aufman Associates | 6.1k | $206k | 100% | Sep 2025 |
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| Mark Sheptoff Financial Planning | 5.6k | $189k | 0% | Sep 2025 |
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| Wells Fargo & Company | 5.4k | $180k | 25% | Sep 2025 |
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| Key FInancial | 5.1k | $170k | 78% | Sep 2025 |
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| MAI Wealth Advisors | 4.2k | $141k | -1% | Sep 2025 |
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| Rise Advisors | 4.0k | $136k | 0% | Sep 2025 |
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| Richardson Capital Management | 3.8k | $129k | 0% | Sep 2025 |
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| Cherry Tree Wealth Management | 3.6k | $122k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.5k | $118k | 0% | Sep 2025 |
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| Global Retirement Partners | 3.0k | $101k | 0% | Sep 2025 |
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| Us Bancorp | 2.6k | $88k | 0% | Sep 2025 |
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| Principal Securities | 2.6k | $87k | 17% | Sep 2025 |
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| Rockefeller Capital Management | 2.3k | $77k | 100% | Sep 2025 |
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| Farther Finance Advisors | 2.1k | $70k | -20% | Sep 2025 |
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| Cordant | 2.0k | $66k | 0% | Sep 2025 |
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| North Star Investment Management | 1.7k | $57k | 0% | Sep 2025 |
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| UBS Group | 1.0k | $34k | -80% | Sep 2025 |
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| EverSource Wealth Advisors | 919.00 | $31k | 0% | Sep 2025 |
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| Holos Integrated Wealth | 875.00 | $28k | 100% | Jun 2025 |
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| CWM | 753.00 | $25k | 0% | Sep 2025 |
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| Investors Research Corp | 744.00 | $25k | 0% | Sep 2025 |
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| Founders Financial Alliance | 732.00 | $25k | 100% | Sep 2025 |
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| Register Financial Advisors | 703.00 | $24k | 0% | Sep 2025 |
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| JFS Wealth Advisors | 661.00 | $22k | 0% | Sep 2025 |
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| McCarthy Grittinger Financial Group | 633.00 | $21k | 0% | Sep 2025 |
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| Russell Investments | 579.00 | $19k | 30% | Sep 2025 |
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| Financial Freedom | 566.00 | $19k | 1% | Sep 2025 |
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| Wealth Watch Advisors | 558.00 | $19k | 100% | Sep 2025 |
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| Huntington National Bank | 551.00 | $19k | 100% | Sep 2025 |
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| Assetmark | 532.00 | $18k | 1167% | Sep 2025 |
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| CoreCap Advisors | 434.00 | $15k | 0% | Sep 2025 |
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| Anchor Investment Management | 335.00 | $11k | -19% | Sep 2025 |
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| AdvisorNet Financial | 325.00 | $11k | 0% | Sep 2025 |
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| Abound Wealth Management | 324.00 | $11k | 0% | Sep 2025 |
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| Capital Advisors | 298.00 | $10k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 287.00 | $9.6k | 2108% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 286.00 | $9.6k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 280.00 | $9.4k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 271.00 | $9.1k | 69% | Sep 2025 |
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| Ckw Financial | 236.00 | $8.0k | 0% | Sep 2025 |
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| Gleason Group | 200.00 | $6.7k | 1% | Sep 2025 |
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| Tripletail Wealth Management | 136.00 | $4.6k | 100% | Sep 2025 |
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| AE Wealth Management | 127.00 | $4.3k | -98% | Sep 2025 |
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| Geneos Wealth Management | 118.00 | $3.9k | 1% | Sep 2025 |
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| Asset Dedication | 95.00 | $3.2k | 1% | Sep 2025 |
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| O'shaughnessy Asset Management | 84.00 | $2.8k | 1100% | Sep 2025 |
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| GPS Wealth Strategies Group | 84.00 | $2.8k | 100% | Sep 2025 |
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| LRI Investments | 68.00 | $2.3k | 518% | Sep 2025 |
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| Roble, Belko & Company | 47.00 | $2.0k | 100% | Sep 2025 |
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| Sontag Advisory | 45.00 | $1.5k | 100% | Sep 2025 |
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| Lowe fs | 41.00 | $1.4k | 0% | Sep 2025 |
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| JPL Wealth Management | 28.00 | $926.998800 | 100% | Sep 2025 |
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| Semmax Financial Advisors | 20.00 | $642.000000 | 0% | Jun 2025 |
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| Kings Path Partners | 12.00 | $372.000000 | 100% | Jun 2025 |
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| Brian McDonald | 6.00 | $196.000200 | 100% | Sep 2025 |
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| Ronald Blue Trust | 1.00 | $42.000000 | 0% | Sep 2025 |
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| Iron Horse Wealth Management | 1.00 | $32.000000 | 0% | Jun 2025 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 76k | $2.3M |
| Summit Wealth Group Llc / Co | Jun 2025 | 32k | $1.0M |
| Stifel Financial | Jun 2025 | 11k | $347k |
| Great Lakes Retirement | Jun 2025 | 9.7k | $307k |
| Leo Wealth | Jun 2025 | 8.1k | $257k |
| HPM Partners | Jun 2025 | 6.7k | $213k |
| EP Wealth Advisors | Mar 2025 | 5.4k | $166k |
| Bogart Wealth | Jun 2025 | 2.1k | $66k |
| Wood Tarver Financial Group | Jun 2025 | 856.00 | $27k |
| Jones Financial Companies, L.L | Jun 2025 | 47.00 | $1.5k |
| Glass Jacobson Investment Advisors | Jun 2025 | 26.00 | $827.000200 |