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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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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Commonwealth Equity Services | 834k | $27M | 36% | Sep 2024 |
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Envestnet Asset Management | 737k | $24M | 258% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 573k | $18M | 3388% | Sep 2024 |
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Royal Bank of Canada | 209k | $6.9M | 286% | Sep 2024 |
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Mariner Wealth Advisors | 168k | $5.4M | 317% | Sep 2024 |
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Stifel Financial | 142k | $4.1M | 0% | Jun 2024 |
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FMA Wealth Management | 86k | $2.8M | 100% | Sep 2024 |
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Mml Investors Services | 61k | $1.9M | 14% | Sep 2024 |
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LPL Financial | 49k | $1.6M | 99% | Sep 2024 |
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Cambridge Investment Research Advisors | 49k | $1.6M | 190% | Sep 2024 |
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Keystone Wealth Services | 40k | $1.3M | -6% | Sep 2024 |
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Kestra Advisory Services | 25k | $793k | 30% | Sep 2024 |
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Harbour Investments | 19k | $616k | 1691% | Sep 2024 |
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Geneva Partners | 19k | $604k | 100% | Sep 2024 |
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Advisor Group Holdings | 17k | $559k | 468% | Sep 2024 |
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Raymond James Financial Services Advisors | 15k | $478k | 43% | Sep 2024 |
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OmniStar Financial Group | 15k | $476k | 10% | Sep 2024 |
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Cetera Investment Advisers | 13k | $375k | -36% | Jun 2024 |
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Janney Montgomery Scott | 13k | $412k | 0% | Sep 2024 |
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Brass Tax Wealth Management | 12k | $372k | 100% | Sep 2024 |
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Sunbelt Securities | 11k | $368k | -3% | Sep 2024 |
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Financial Perspectives | 11k | $364k | 3% | Sep 2024 |
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HighTower Advisors | 9.4k | $274k | 100% | Jun 2024 |
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PFG Investments | 8.2k | $239k | 100% | Jun 2024 |
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Brighton Jones | 8.2k | $263k | 100% | Sep 2024 |
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Per Stirling Capital Management | 6.4k | $204k | 100% | Sep 2024 |
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Hartland & Co | 5.9k | $189k | 0% | Sep 2024 |
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Brian McDonald | 4.4k | $142k | 100% | Sep 2024 |
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Morgan Stanley | 2.0k | $59k | 0% | Jun 2024 |
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EverSource Wealth Advisors | 1.2k | $38k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 999.00 | $29k | 0% | Jun 2024 |
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Larson Financial Group | 875.00 | $28k | 0% | Sep 2024 |
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Wells Fargo & Company | 855.00 | $28k | 0% | Sep 2024 |
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Concord Wealth Partners | 577.00 | $19k | 0% | Sep 2024 |
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Principal Securities | 527.00 | $17k | 584% | Sep 2024 |
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AdvisorNet Financial | 387.00 | $13k | 0% | Sep 2024 |
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HighMark Wealth Management | 188.00 | $6.0k | 1% | Sep 2024 |
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Pathway Financial Advisers | 187.00 | $6.0k | 0% | Sep 2024 |
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Ckw Financial | 96.00 | $3.0k | 0% | Sep 2024 |
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Who sold out of Fidelity Covington Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Jun 2024 | 33k | $967k |
Great Lakes Retirement | Jun 2024 | 3.3k | $95k |
Mather Group | Jun 2024 | 263.00 | $7.9k |