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 | 15M | $511M | 6% | Dec 2025 |
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| Commonwealth Equity Services | 2.0M | $70M | 11% | Mar 2026 |
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| Independence Financial Advisors | 994k | $35M | 5% | Mar 2026 |
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| LPL Financial | 729k | $26M | 25% | Mar 2026 |
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| Sowa Financial Group | 648k | $23M | 0% | Mar 2026 |
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| Advisor Group Holdings | 480k | $17M | -14% | Dec 2025 |
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| Thrivent Financial for Lutherans | 477k | $17M | 100% | Mar 2026 |
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| Raymond James Financial | 252k | $8.7M | 47% | Dec 2025 |
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| Cetera Investment Advisers | 246k | $8.6M | 6% | Mar 2026 |
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| Christopher Weil & Company | 242k | $8.4M | -1% | Mar 2026 |
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| FCG Investment | 214k | $7.5M | 100% | Mar 2026 |
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| Advisory Resource Group | 207k | $7.2M | 7% | Dec 2025 |
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| Marshall Investment Management | 169k | $5.9M | 100% | Mar 2026 |
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| Kestra Advisory Services | 139k | $4.9M | -33% | Mar 2026 |
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| J.w. Cole Advisors | 138k | $4.8M | -2% | Mar 2026 |
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| Pathfinder Wealth Consulting | 117k | $4.1M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 105k | $3.7M | 8% | Mar 2026 |
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| Investmark Advisory Group | 93k | $3.2M | 7% | Mar 2026 |
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| Royal Bank of Canada | 84k | $2.9M | -2% | Mar 2026 |
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| Processus Wealth & Capital Management | 77k | $2.7M | -2% | Mar 2026 |
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| Envestnet Asset Management | 73k | $2.6M | 146% | Mar 2026 |
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| Stratos Wealth Partners | 71k | $2.5M | -15% | Mar 2026 |
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| Mml Investors Services | 59k | $2.1M | 407% | Mar 2026 |
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| Baird Financial | 58k | $2.0M | 0% | Dec 2025 |
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| MAI Wealth Advisors | 54k | $1.9M | -1% | Mar 2026 |
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| Wells Fargo & Company | 50k | $1.7M | 197% | Mar 2026 |
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| Sunbelt Securities | 47k | $1.6M | -3% | Mar 2026 |
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| Essex Financial Services | 46k | $1.6M | -2% | Mar 2026 |
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| IHT Wealth Management | 42k | $1.5M | 100% | Dec 2025 |
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| Investment Advisory Group | 36k | $1.2M | -4% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 34k | $1.2M | -1% | Mar 2026 |
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| Principal Securities | 32k | $1.1M | 100% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 31k | $1.1M | 0% | Mar 2026 |
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| Creative Planning | 31k | $1.1M | 4% | Mar 2026 |
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| James Investment Research | 29k | $1.0M | 14% | Mar 2026 |
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| PKS Advisory Services | 28k | $988k | 0% | Mar 2026 |
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| Colony | 26k | $914k | 168% | Dec 2025 |
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| Harbour Investments | 25k | $888k | 34% | Mar 2026 |
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| Mariner Wealth Advisors | 25k | $871k | -20% | Mar 2026 |
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| CRA Financial Services | 23k | $799k | 0% | Mar 2026 |
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| Morgan Stanley | 22k | $782k | -6% | Mar 2026 |
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| NFP Retirement | 22k | $777k | -2% | Mar 2026 |
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| HighTower Advisors | 21k | $721k | 200% | Mar 2026 |
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| Harbor Asset Planning | 21k | $719k | 0% | Mar 2026 |
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| Ball & Co Wealth Management | 20k | $709k | 0% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 20k | $703k | -4% | Mar 2026 |
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| Adviser Investments | 20k | $699k | 0% | Mar 2026 |
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| Mercer Global Advisors | 20k | $694k | -1% | Mar 2026 |
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| Alchemi Wealth | 19k | $649k | 100% | Mar 2026 |
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| BG Investment Services | 18k | $627k | 100% | Mar 2026 |
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| Wagner Bowman Management | 17k | $602k | -8% | Mar 2026 |
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| Captrust Financial Advisors | 17k | $590k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 17k | $578k | 13% | Mar 2026 |
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| Evansbrook | 15k | $504k | 100% | Dec 2025 |
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| Goss Wealth Management | 14k | $993k | -69% | Mar 2026 |
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| Dunhill Financial | 14k | $480k | 0% | Mar 2026 |
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| Advisory Services Network | 13k | $449k | 0% | Dec 2025 |
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| Lido Advisors | 13k | $447k | 10% | Mar 2026 |
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| Integrated Wealth Concepts | 12k | $434k | 47% | Mar 2026 |
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| Bank of America Corporation | 12k | $427k | 100% | Mar 2026 |
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| Roxbury Financial | 11k | $384k | 13% | Mar 2026 |
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| Wealthcare Advisory Partners | 11k | $382k | 0% | Mar 2026 |
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| Bestgate Wealth Advisors | 11k | $379k | 0% | Mar 2026 |
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| Modera Wealth Management | 11k | $375k | 0% | Mar 2026 |
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| Private Advisor | 10k | $356k | 6% | Mar 2026 |
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| Larson Financial Group | 9.3k | $324k | -42% | Dec 2025 |
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| Warren Averett Asset Management | 9.2k | $320k | 100% | Dec 2025 |
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| Warner Financial | 9.0k | $315k | 19% | Mar 2026 |
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| Summit Financial | 9.0k | $314k | 100% | Mar 2026 |
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| Quantinno Capital Management | 8.9k | $311k | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 8.9k | $311k | 10% | Mar 2026 |
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| North Capital | 8.9k | $302k | 100% | Mar 2026 |
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| Harbor Group | 8.6k | $302k | 0% | Mar 2026 |
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| Foronjy Financial | 8.5k | $298k | 0% | Mar 2026 |
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| TBH Global Asset Management | 8.2k | $286k | 100% | Mar 2026 |
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| Burns Wealth Management | 8.2k | $285k | 16% | Mar 2026 |
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| Lifeworks Advisors | 8.0k | $279k | 0% | Mar 2026 |
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| Outlook Wealth Advisors | 7.9k | $276k | 0% | Mar 2026 |
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| Hartland & Co | 7.8k | $273k | 0% | Mar 2026 |
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| IFP Advisors | 7.8k | $272k | 0% | Mar 2026 |
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| Leo Wealth | 7.8k | $271k | -1% | Mar 2026 |
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| GSB Wealth Management | 7.5k | $263k | 0% | Mar 2026 |
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| Centurion Wealth Management | 7.3k | $255k | -2% | Mar 2026 |
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| Regal Investment Advisors | 7.3k | $252k | 100% | Dec 2025 |
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| JFS Wealth Advisors | 7.1k | $248k | 974% | Mar 2026 |
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| FMA Wealth Management | 7.1k | $246k | 0% | Mar 2026 |
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| Cresset Asset Management | 7.0k | $243k | 0% | Mar 2026 |
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| UBS Group | 6.8k | $238k | 12% | Mar 2026 |
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| CIBC Bancorp USA | 6.7k | $232k | 100% | Mar 2026 |
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| Atlantic Trust | 6.6k | $230k | -2% | Dec 2025 |
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| Stifel Financial | 6.6k | $231k | 100% | Mar 2026 |
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| Bensler | 6.4k | $223k | -3% | Mar 2026 |
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| Valeo Financial Advisors | 6.2k | $217k | 7% | Mar 2026 |
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| Change Path | 6.2k | $216k | 100% | Mar 2026 |
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| Marino, Stram & Associates | 6.2k | $216k | 0% | Mar 2026 |
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| Clark Asset Management | 6.2k | $215k | 100% | Mar 2026 |
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| Aufman Associates | 6.1k | $213k | 0% | Dec 2025 |
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| Winthrop Advisory Group | 6.0k | $211k | -4% | Mar 2026 |
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| Wealthtrust Axiom | 6.0k | $210k | 100% | Mar 2026 |
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| Dynamic Financial Group | 5.7k | $200k | 100% | Mar 2026 |
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| Mark Sheptoff Financial Planning | 5.7k | $217k | 0% | Mar 2026 |
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| Farther Finance Advisors | 5.7k | $199k | 24% | Mar 2026 |
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| Clarity Asset Management | 5.4k | $189k | -70% | Mar 2026 |
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| Key FInancial | 5.1k | $177k | 0% | Mar 2026 |
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| CWM | 5.0k | $172k | 558% | Dec 2025 |
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| Sittner & Nelson | 4.5k | $156k | -41% | Mar 2026 |
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| Innovative Asset Advisors Group | 4.4k | $152k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.0k | $139k | 11% | Mar 2026 |
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| Richardson Capital Management | 3.8k | $134k | 0% | Mar 2026 |
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| Cherry Tree Wealth Management | 3.6k | $127k | 0% | Mar 2026 |
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| CoreCap Advisors | 3.6k | $125k | 56% | Mar 2026 |
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| Global Retirement Partners | 3.0k | $105k | 0% | Dec 2025 |
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| AE Wealth Management | 2.6k | $91k | 857% | Mar 2026 |
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| Rockefeller Capital Management | 2.3k | $80k | 0% | Mar 2026 |
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| Align Financial | 2.0k | $70k | 100% | Mar 2026 |
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| Cordant | 2.0k | $69k | 0% | Mar 2026 |
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| North Star Investment Management | 1.7k | $60k | 0% | Mar 2026 |
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| Lodestone Wealth Management | 1.7k | $58k | 141% | Mar 2026 |
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| Assetmark | 1.6k | $55k | 6% | Mar 2026 |
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| SHP Wealth Management | 1.6k | $54k | 1% | Mar 2026 |
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| EverSource Wealth Advisors | 1.2k | $40k | 25% | Mar 2026 |
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| Holos Integrated Wealth | 875.00 | $31k | 0% | Mar 2026 |
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| Vanguard Advisers | 842.00 | $29k | 100% | Mar 2026 |
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| Us Bancorp | 761.00 | $26k | -71% | Dec 2025 |
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| Founders Financial Alliance | 732.00 | $26k | 100% | Mar 2026 |
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| POM Investment Strategies | 721.00 | $25k | 0% | Mar 2026 |
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| Register Financial Advisors | 703.00 | $25k | 0% | Mar 2026 |
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| McCarthy Grittinger Financial Group | 633.00 | $22k | 0% | Mar 2026 |
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| Russell Investments | 607.00 | $21k | -3% | Mar 2026 |
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| Ancora Advisors | 500.00 | $18k | 0% | Mar 2026 |
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| Decker Retirement Planning | 440.00 | $15k | 100% | Mar 2026 |
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| Medallion Wealth Advisors | 333.00 | $12k | 0% | Mar 2026 |
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| AdvisorNet Financial | 325.00 | $11k | 0% | Mar 2026 |
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| Abound Wealth Management | 324.00 | $11k | 0% | Mar 2026 |
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| Capital Advisors | 301.00 | $11k | 1% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 286.00 | $10k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 272.00 | $9.4k | 0% | Dec 2025 |
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| Rossby Financial, LCC | 253.00 | $8.9k | 100% | Mar 2026 |
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| Ckw Financial | 236.00 | $8.0k | 0% | Mar 2026 |
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| Gleason Group | 201.00 | $7.0k | 0% | Mar 2026 |
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| Bayban | 198.00 | $6.9k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 198.00 | $6.9k | -41% | Mar 2026 |
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| Ronald Blue Trust | 192.00 | $6.7k | 19100% | Mar 2026 |
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| Qube Research & Technologies | 168.00 | $5.8k | 100% | Dec 2025 |
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| Geneos Wealth Management | 119.00 | $4.1k | 1% | Mar 2026 |
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| Operose Advisors | 117.00 | $4.1k | 100% | Mar 2026 |
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| Networth Advisors | 98.00 | $3.4k | 0% | Mar 2026 |
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| Asset Dedication | 95.00 | $3.3k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 84.00 | $2.9k | 0% | Mar 2026 |
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| GPS Wealth Strategies Group | 84.00 | $2.9k | 0% | Dec 2025 |
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| Pnc Financial Services | 78.00 | $2.7k | 100% | Mar 2026 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Pointe Advisors | Sep 2025 | 22k | $726k |
| HPM Partners | Dec 2025 | 12k | $410k |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $420k |
| Great Lakes Retirement | Dec 2025 | 9.7k | $335k |
| Susquehanna International | Sep 2025 | 9.4k | $314k |
| Savvy Advisors | Dec 2025 | 8.3k | $289k |
| CI Private Wealth | Dec 2025 | 6.2k | $214k |
| Flagship Harbor Advisors | Dec 2025 | 2.8k | $98k |
| Wealth Watch Advisors | Dec 2025 | 558.00 | $19k |
| Huntington National Bank | Sep 2025 | 551.00 | $19k |
| Jpmorgan Chase & Co | Sep 2025 | 287.00 | $9.6k |
| Nemes Rush Group | Dec 2025 | 241.00 | $8.4k |
| Tripletail Wealth Management | Sep 2025 | 136.00 | $4.6k |