Who owns FIDELITY COVINGTON TRUST?
- Ticker: FENI
- CUSIP Number: 31609a404
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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Who bought or sold FIDELITY COVINGTON TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Fragasso | 1.4M | $43M | 26% | Sep 2024 |
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Commonwealth Equity Services | 752k | $23M | -11% | Sep 2024 |
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Kfg Wealth Management | 661k | $20M | 100% | Sep 2024 |
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AlphaStar Capital Management | 564k | $17M | -48% | Sep 2024 |
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Jane Street | 559k | $17M | 100% | Sep 2024 |
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Orrstown Financial Services | 508k | $15M | 3564% | Sep 2024 |
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Gerber | 437k | $13M | 0% | Sep 2024 |
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Kestra Advisory Services | 401k | $12M | 0% | Sep 2024 |
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Advantage Trust | 319k | $9.6M | -2% | Sep 2024 |
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Farmers & Merchants Trust Co of Chambersburg PA | 231k | $7.0M | 2% | Sep 2024 |
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Advisor Group Holdings | 210k | $6.4M | 1667% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 142k | $4.3M | 63% | Sep 2024 |
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LPL Financial | 136k | $4.1M | 195% | Sep 2024 |
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Kmg Fiduciary Partners | 134k | $4.1M | 384% | Sep 2024 |
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Captrust Financial Advisors | 116k | $3.5M | 270% | Sep 2024 |
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First Commonwealth Financial Corporation | 97k | $3.0M | 56% | Sep 2024 |
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PFG Financial Advisors | 85k | $2.6M | -2% | Sep 2024 |
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Mariner Wealth Advisors | 83k | $2.5M | 0% | Sep 2024 |
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Huntington National Bank | 81k | $2.4M | 11% | Sep 2024 |
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FMA Wealth Management | 70k | $2.1M | 100% | Sep 2024 |
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Smith Shellnut Wilson | 59k | $1.8M | 1% | Sep 2024 |
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Envestnet Asset Management | 54k | $1.6M | -15% | Sep 2024 |
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LongView Wealth Management | 44k | $1.3M | 8% | Sep 2024 |
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Mml Investors Services | 35k | $1.0M | 3% | Sep 2024 |
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Cambridge Investment Research Advisors | 32k | $980k | -5% | Sep 2024 |
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Sax Wealth Advisors | 28k | $858k | 12% | Sep 2024 |
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TCTC Holdings | 22k | $665k | 1% | Sep 2024 |
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IFP Advisors | 21k | $583k | 8% | Jun 2024 |
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Mutual Advisors | 19k | $557k | -3% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 19k | $584k | 0% | Sep 2024 |
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Nwam | 19k | $559k | 100% | Sep 2024 |
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Fiduciary | 18k | $518k | 0% | Jun 2024 |
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HighTower Advisors | 17k | $487k | -82% | Jun 2024 |
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Cetera Investment Advisers | 17k | $469k | 8% | Jun 2024 |
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Evergreen Private Wealth | 16k | $497k | 88% | Sep 2024 |
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Burns Wealth Management | 16k | $496k | -7% | Sep 2024 |
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Mission Wealth Management | 16k | $493k | -7% | Sep 2024 |
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Principal Securities | 16k | $483k | 3% | Sep 2024 |
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Breakwater Capital Group | 15k | $449k | 9% | Sep 2024 |
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H D Vest Advisory Services | 15k | $417k | 100% | Jun 2024 |
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Royal Bank of Canada | 14k | $433k | 332% | Sep 2024 |
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CWM | 14k | $433k | 4727% | Sep 2024 |
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Sequoia Financial Advisors | 14k | $427k | 0% | Sep 2024 |
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Madison Wealth Partners | 13k | $395k | 26% | Sep 2024 |
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Raymond James Financial Services Advisors | 12k | $375k | -67% | Sep 2024 |
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TCG Advisory Services | 12k | $349k | 3% | Jun 2024 |
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OmniStar Financial Group | 12k | $367k | 8% | Sep 2024 |
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Janney Montgomery Scott | 12k | $364k | 2% | Sep 2024 |
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Modern Wealth Management | 12k | $360k | 2% | Sep 2024 |
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Morgan Stanley | 11k | $320k | 7% | Jun 2024 |
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Gibraltar Capital Management | 11k | $337k | 1% | Sep 2024 |
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Creative Planning | 10k | $315k | 25% | Sep 2024 |
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Regal Investment Advisors | 10k | $315k | 0% | Sep 2024 |
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EP Wealth Advisors | 9.9k | $301k | -53% | Sep 2024 |
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Thoroughbred Financial Services | 9.6k | $291k | -9% | Sep 2024 |
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Lido Advisors | 9.5k | $268k | 11% | Jun 2024 |
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Sigma Planning | 9.3k | $282k | 100% | Sep 2024 |
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SC&H Financial Advisors | 9.1k | $275k | 0% | Sep 2024 |
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PFG Investments | 8.6k | $244k | 4% | Jun 2024 |
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Ausdal Financial Partners | 8.1k | $247k | 100% | Sep 2024 |
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HPM Partners | 7.4k | $225k | 100% | Sep 2024 |
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Kovack Advisors | 6.7k | $203k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 3.9k | $118k | -58% | Sep 2024 |
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Glass Jacobson Investment Advisors | 3.3k | $101k | -5% | Sep 2024 |
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Parallel Advisors | 2.9k | $88k | 0% | Sep 2024 |
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TD Capital Management | 2.9k | $87k | 1% | Sep 2024 |
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PrairieView Partners | 2.8k | $83k | 0% | Sep 2024 |
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Global Retirement Partners | 2.7k | $80k | 51% | Sep 2024 |
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Harbor Investment Advisory | 2.3k | $71k | 0% | Sep 2024 |
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Kayne Anderson Rudnick Investment Management | 2.3k | $68k | 1% | Sep 2024 |
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Financial Freedom | 2.3k | $68k | 1% | Sep 2024 |
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Wells Fargo & Company | 2.2k | $66k | 20% | Sep 2024 |
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Barrett & Company | 2.1k | $65k | 0% | Sep 2024 |
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DHJJ Financial Advisors | 2.0k | $62k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 1.9k | $55k | 0% | Jun 2024 |
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MidAtlantic Capital Management | 1.6k | $48k | 0% | Sep 2024 |
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Harbour Investments | 1.6k | $47k | -13% | Sep 2024 |
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Atlantic Trust | 1.4k | $42k | -26% | Sep 2024 |
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Larson Financial Group | 1.3k | $40k | 9% | Sep 2024 |
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Farther Finance Advisors | 1.3k | $40k | 77% | Sep 2024 |
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Milestone Investment Advisors | 1.3k | $39k | 100% | Sep 2024 |
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Hanson McClain Advisors | 1.2k | $36k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 1.0k | $31k | 0% | Sep 2024 |
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Bank of America Corporation | 903.00 | $27k | -78% | Sep 2024 |
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Bogart Wealth | 742.00 | $23k | 805% | Sep 2024 |
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AdvisorNet Financial | 711.00 | $22k | 0% | Sep 2024 |
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McIlrath & Eck | 687.00 | $21k | 0% | Sep 2024 |
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Tortoise Investment Management | 671.00 | $20k | 0% | Sep 2024 |
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Concord Wealth Partners | 569.00 | $17k | 0% | Sep 2024 |
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Proequities | 413.00 | $13M | -71% | Sep 2024 |
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Syntrinsic | 365.00 | $11k | 1% | Sep 2024 |
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Evermay Wealth Management | 211.00 | $6.4k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 206.00 | $6.2k | 100% | Sep 2024 |
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Hobbs Group Advisors | 196.00 | $5.9k | 1% | Sep 2024 |
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Institutional & Family Asset Management | 171.00 | $4.9k | 1% | Jun 2024 |
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Assetmark | 135.00 | $4.1k | 100% | Sep 2024 |
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Key FInancial | 112.00 | $3.4k | 0% | Sep 2024 |
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Front Row Advisors | 76.00 | $2.3k | 0% | Sep 2024 |
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Tradewinds Capital Management | 73.00 | $2.2k | 100% | Sep 2024 |
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Wiser Advisor Group | 63.00 | $1.8k | 3% | Jun 2024 |
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Financial Perspectives | 29.00 | $884.001200 | 0% | Sep 2024 |
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New England Capital Financial Advisors | 18.00 | $545.000400 | 0% | Sep 2024 |
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Ariel Capital Advisors | 17.00 | $527.000000 | 0% | Sep 2024 |
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Hartland & Co | 17.00 | $514.999700 | 0% | Sep 2024 |
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Dunhill Financial | 9.00 | $286.000200 | 100% | Sep 2024 |
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Raleigh Capital Management | 1.00 | $19.000000 | 100% | Sep 2024 |
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BlackRock | 1.00 | $23.000000 | 100% | Jun 2024 |
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Who sold out of Fidelity Covington Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Birchcreek Wealth Management | Jun 2024 | 30k | $844k |
Flow Traders US | Jun 2024 | 23k | $646k |
Atria Wealth Solutions | Jun 2024 | 13k | $374k |
Goss Wealth Management | Mar 2024 | 11k | $314k |
First Manhattan | Mar 2024 | 1.2k | $33k |
Franklin Resources | Jun 2024 | 928.00 | $26k |
Washington Trust Company | Jun 2024 | 887.00 | $25k |
Gradient Investments | Jun 2024 | 673.00 | $19k |
Sunbelt Securities | Jun 2024 | 598.00 | $17k |
Signature Resources Capital Management | Jun 2024 | 175.00 | $5.0k |
Triad Wealth Partners | Jun 2024 | 171.00 | $4.8k |
Venturi Wealth Management | Jun 2024 | 44.00 | $1.2k |
Princeton Global Asset Management | Jun 2024 | 39.00 | $1.1k |
Winthrop Capital Management | Jun 2024 | 26.00 | $999.999000 |