Who owns FIDELITY COVINGTON TRUST?
- Ticker: FESM
- CUSIP Number: 31609a206
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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 | 27M | $990M | 1% | Sep 2025 |
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| LPL Financial | 2.6M | $94M | 55% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 2.5M | $91M | 44% | Sep 2025 |
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| Commonwealth Equity Services | 1.6M | $59M | -9% | Sep 2025 |
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| Vantagepoint Investment Advisers | 1.4M | $51M | 100% | Sep 2025 |
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| Cetera Investment Advisers | 1.0M | $38M | 424% | Sep 2025 |
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| Calamos Wealth Management | 927k | $34M | 100% | Sep 2025 |
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| Wells Fargo & Company | 887k | $32M | 55% | Sep 2025 |
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| Advisor Group Holdings | 594k | $22M | 125% | Sep 2025 |
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| Royal Bank of Canada | 568k | $21M | 96% | Sep 2025 |
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| Wellington Management Company | 426k | $16M | 100% | Sep 2025 |
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| Envestnet Asset Management | 422k | $15M | 1% | Sep 2025 |
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| Little House Capital | 379k | $14M | 3% | Sep 2025 |
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| Prime Capital Investment Advisors | 358k | $13M | -1% | Sep 2025 |
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| Raymond James Financial | 350k | $13M | 37% | Sep 2025 |
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| Summit Investment Advisory Services | 318k | $12M | 2% | Sep 2025 |
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| Sagespring Wealth Partners | 314k | $12M | 5% | Sep 2025 |
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| Dahring | Cusmano | 257k | $9.4M | 4% | Sep 2025 |
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| Landing Point Financial Group | 244k | $8.9M | 100% | Sep 2025 |
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| Parkside Investments | 237k | $8.7M | 95% | Sep 2025 |
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| Berger Financial Group | 210k | $7.7M | 3% | Sep 2025 |
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| Salus Financial Advisors | 201k | $7.3M | 2% | Sep 2025 |
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| Stifel Financial | 197k | $7.2M | 72% | Sep 2025 |
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| Atria Investments | 178k | $6.5M | -1% | Sep 2025 |
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| Ameriprise Financial | 173k | $6.3M | 100% | Sep 2025 |
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| H D Vest Advisory Services | 161k | $5.1M | -20% | Jun 2025 |
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| Mutual Advisors | 159k | $5.9M | 100% | Sep 2025 |
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| Holos Integrated Wealth | 153k | $5.1M | 100% | Jun 2025 |
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| Mayfair Advisory Group | 151k | $5.5M | 178% | Sep 2025 |
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| Milestone Investment Advisors | 151k | $5.5M | 10% | Sep 2025 |
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| Retirement Income Solutions | 139k | $5.1M | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 139k | $5.1M | -1% | Sep 2025 |
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| Global Retirement Partners | 135k | $4.9M | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 134k | $4.9M | 1805% | Sep 2025 |
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| Atria Wealth Solutions | 134k | $4.3M | 52% | Jun 2025 |
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| Modus Advisors | 131k | $4.8M | 14% | Sep 2025 |
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| Kestra Advisory Services | 131k | $4.8M | 54% | Sep 2025 |
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| Otter Creek Advisors | 124k | $4.5M | 100% | Sep 2025 |
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| First Heartland Consultants | 115k | $4.2M | 100% | Sep 2025 |
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| Baird Financial | 108k | $3.9M | 100% | Sep 2025 |
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| tru Independence | 94k | $3.5M | 477% | Sep 2025 |
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| Goss Wealth Management | 94k | $3.4M | -1% | Sep 2025 |
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| Lincoln Capital | 88k | $3.2M | 0% | Sep 2025 |
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| FMA Wealth Management | 88k | $3.2M | 1% | Sep 2025 |
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| IAG Wealth Partners | 87k | $3.2M | 10% | Sep 2025 |
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| Mml Investors Services | 80k | $2.9M | -3% | Sep 2025 |
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| Carolina Wealth Advisors | 79k | $2.9M | 8120% | Sep 2025 |
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| Private Advisor | 77k | $2.8M | 28% | Sep 2025 |
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| Founders Financial Alliance | 75k | $2.7M | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 71k | $2.6M | 10% | Sep 2025 |
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| Croban | 64k | $2.3M | 62% | Sep 2025 |
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| PKS Advisory Services | 58k | $2.1M | 100% | Sep 2025 |
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| Jane Street | 58k | $2.1M | -1% | Sep 2025 |
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| Flow Traders US | 54k | $2.0M | 100% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 53k | $2.0M | -70% | Sep 2025 |
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| Concurrent Investment Advisors | 53k | $1.9M | 335% | Sep 2025 |
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| Susquehanna International | 52k | $1.9M | 39% | Sep 2025 |
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| Investmark Advisory Group | 51k | $1.9M | 14% | Sep 2025 |
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| Convergence Financial | 49k | $1.8M | 40% | Sep 2025 |
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| Investment Advisory Services | 45k | $1.6M | 53% | Sep 2025 |
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| IFG Advisory | 45k | $1.6M | 138% | Sep 2025 |
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| Horizon Investment Services | 45k | $1.6M | 11% | Sep 2025 |
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| PFG Advisors | 45k | $1.6M | 98% | Sep 2025 |
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| Harbour Investments | 44k | $1.6M | 4% | Sep 2025 |
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| TD Waterhouse Canada | 40k | $1.5M | 0% | Sep 2025 |
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| Calamos Advisors | 40k | $1.5M | 100% | Sep 2025 |
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| Greenwood Capital Associates | 40k | $1.4M | 13% | Sep 2025 |
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| Canvas Wealth Advisors | 33k | $1.2M | 74% | Sep 2025 |
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| Citadel Advisors | 30k | $1.1M | 100% | Sep 2025 |
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| ValMark Advisers | 29k | $1.1M | 4% | Sep 2025 |
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| Balance Wealth | 28k | $1.0M | -2% | Sep 2025 |
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| CLG | 27k | $996k | 28% | Sep 2025 |
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| Sowell Financial Services | 26k | $937k | 56% | Sep 2025 |
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| Equitable Holdings | 24k | $889k | 69% | Sep 2025 |
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| Petra Financial Advisors | 24k | $865k | 100% | Sep 2025 |
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| Principal Securities | 23k | $823k | 4% | Sep 2025 |
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| Sunbelt Securities | 22k | $799k | 90% | Sep 2025 |
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| Eaton Financial Holdings Company | 21k | $772k | 5% | Sep 2025 |
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| Farther Finance Advisors | 21k | $757k | 1745% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 20k | $740k | 8% | Sep 2025 |
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| HighTower Advisors | 20k | $714k | 19% | Sep 2025 |
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| Flagship Harbor Advisors | 19k | $706k | 9% | Sep 2025 |
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| Nations Financial Group | 18k | $672k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 18k | $679k | 100% | Sep 2025 |
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| OmniStar Financial Group | 18k | $667k | 6% | Sep 2025 |
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| Summit Investment Advisors | 18k | $640k | 5% | Sep 2025 |
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| McRae Capital Management | 17k | $618k | 5% | Sep 2025 |
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| LYNCH & Associates | 16k | $594k | 5% | Sep 2025 |
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| Keystone Wealth Services | 16k | $585k | -7% | Sep 2025 |
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| Gwn Securities | 16k | $571k | 3% | Sep 2025 |
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| UBS Group | 14k | $514k | 530% | Sep 2025 |
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| Private Trust Co Na | 13k | $487k | 0% | Sep 2025 |
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| Madison Wealth Partners | 13k | $476k | -14% | Sep 2025 |
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| Janney Montgomery Scott | 13k | $460k | -2% | Sep 2025 |
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| Spire Wealth Management | 12k | $439k | 5% | Sep 2025 |
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| Financial Perspectives | 12k | $437k | 2% | Sep 2025 |
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| Td Private Client Wealth | 12k | $423k | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 11k | $388k | 100% | Sep 2025 |
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| Fortress Financial Group | 10k | $380k | 0% | Sep 2025 |
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| Worth Asset Management | 10k | $368k | 26% | Sep 2025 |
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| Beacon Financial Advisory | 9.8k | $360k | 30% | Sep 2025 |
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| KWB Wealth | 9.6k | $308k | 35% | Sep 2025 |
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| Brian McDonald | 8.1k | $298k | 56% | Sep 2025 |
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| BridgePort Financial Solutions | 8.0k | $293k | 7% | Sep 2025 |
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| Fifth Third Securities | 7.7k | $281k | 0% | Sep 2025 |
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| Morgan Stanley | 7.1k | $228k | 100% | Jun 2025 |
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| Essex Financial Services | 6.9k | $252k | 0% | Sep 2025 |
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| Stephens | 6.8k | $249k | 100% | Sep 2025 |
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| PFG Investments | 6.8k | $248k | 100% | Sep 2025 |
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| Register Financial Advisors | 6.8k | $247k | 19% | Sep 2025 |
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| Magnolia Capital Advisors | 6.7k | $244k | 100% | Sep 2025 |
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| Capital Analysts | 6.3k | $230k | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 6.3k | $230k | 100% | Sep 2025 |
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| Cullen Frost Bankers | 6.1k | $224k | 256% | Sep 2025 |
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| REDW Stanley Financial Advisors | 5.9k | $214k | 100% | Sep 2025 |
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| John G.Ullman & Associates | 5.8k | $214k | 100% | Sep 2025 |
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| Ball & Co Wealth Management | 5.8k | $212k | 100% | Sep 2025 |
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| Merit Financial Group | 5.6k | $206k | 100% | Sep 2025 |
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| Ark & Tlk Investments | 5.6k | $205k | 100% | Sep 2025 |
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| SageView Advisory Group | 5.5k | $201k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.6k | $170k | 100% | Sep 2025 |
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| Advisory Services Network | 4.2k | $155k | 100% | Sep 2025 |
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| Hartland & Co | 3.8k | $140k | -42% | Sep 2025 |
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| Harbor Asset Planning | 1.7k | $61k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 1.6k | $57k | -36% | Sep 2025 |
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| EverSource Wealth Advisors | 1.2k | $44k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 822.00 | $30k | 0% | Sep 2025 |
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| Cornerstone Planning Group | 750.00 | $28k | 70% | Sep 2025 |
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| Assetmark | 702.00 | $26k | 0% | Sep 2025 |
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| Coston, McIsaac & Partners | 655.00 | $23k | 100% | Sep 2025 |
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| AdvisorNet Financial | 574.00 | $21k | 0% | Sep 2025 |
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| Concord Wealth Partners | 571.00 | $21k | -2% | Sep 2025 |
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| Russell Investments | 458.00 | $17k | 0% | Sep 2025 |
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| Larson Financial Group | 457.00 | $17k | -16% | Sep 2025 |
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| Bank Of Montreal | 406.00 | $13k | 100% | Jun 2025 |
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| Bogart Wealth | 358.00 | $13k | 0% | Sep 2025 |
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| SCBT Financial Corporation | 333.00 | $12k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 262.00 | $9.6k | 100% | Sep 2025 |
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| HighMark Wealth Management | 190.00 | $6.9k | 0% | Sep 2025 |
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| Pathway Financial Advisers | 190.00 | $6.9k | 100% | Sep 2025 |
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| Ckw Financial | 96.00 | $4.0k | 0% | Sep 2025 |
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| Bryn Mawr Trust | 92.00 | $3.4k | 0% | Sep 2025 |
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| AE Wealth Management | 32.00 | $1.2k | -89% | Sep 2025 |
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| Fourth Dimension Wealth | 20.00 | $731.000000 | 0% | Sep 2025 |
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| Copia Wealth Management | 8.00 | $292.000000 | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.00 | $20.000000 | 100% | Sep 2025 |
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Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cornerstone Wealth Management | Jun 2025 | 38k | $1.2M |
| Sigma Planning | Jun 2025 | 16k | $520k |
| Summit Wealth Group Llc / Co | Jun 2025 | 8.4k | $269k |
| Kiker Wealth Management | Jun 2025 | 619.00 | $20k |
| Twin Peaks Wealth Advisors | Jun 2025 | 23.00 | $784.999200 |