Who owns FIDELITY COVINGTON TRUST?
- Ticker: FELC
- CUSIP Number: 316092113
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
Download as csv
Download as Excel
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 | 13M | $382M | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 590k | $17M | 174% | Mar 2024 |
|
| Able Wealth Management | 159k | $4.2M | 100% | Dec 2023 |
|
| LPL Financial | 130k | $3.8M | 100% | Mar 2024 |
|
| Rollins Financial | 90k | $2.4M | 100% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 82k | $2.4M | 1% | Mar 2024 |
|
| AAFCPAs Wealth Management | 78k | $2.3M | 0% | Mar 2024 |
|
| Rollins Financial Advisors | 76k | $2.2M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 75k | $2.2M | -92% | Mar 2024 |
|
| Buckingham Asset Management | 68k | $2.0M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 64k | $1.9M | 121% | Mar 2024 |
|
| Lincoln National | 58k | $1.7M | 42% | Mar 2024 |
|
| Envestnet Asset Management | 58k | $1.7M | 100% | Mar 2024 |
|
| Citadel Advisors | 53k | $1.6M | 100% | Mar 2024 |
|
| Mather Group | 37k | $978k | 0% | Mar 2024 |
|
| Certified Advisory Corp | 33k | $977k | 0% | Mar 2024 |
|
| SJA Financial Advisory | 32k | $956k | 7% | Mar 2024 |
|
| EP Wealth Advisors | 31k | $810k | 100% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 29k | $851k | 100% | Mar 2024 |
|
| New England Private Wealth Advisors | 28k | $831k | 76% | Mar 2024 |
|
| Parallel Advisors | 22k | $648k | 0% | Mar 2024 |
|
| Mariner Wealth Advisors | 17k | $503k | 16% | Mar 2024 |
|
| Morgan Stanley | 17k | $501k | 100% | Mar 2024 |
|
| ABLE Financial Group | 17k | $501k | 0% | Mar 2024 |
|
| Creative Planning | 17k | $490k | 29% | Mar 2024 |
|
| Valeo Financial Advisors | 16k | $442k | 0% | Mar 2024 |
|
| Strategic Blueprint | 15k | $449k | 0% | Mar 2024 |
|
| HPM Partners | 15k | $444k | 0% | Mar 2024 |
|
| Kestra Advisory Services | 15k | $392k | 100% | Dec 2023 |
|
| Jpmorgan Chase & Co | 14k | $423k | -3% | Mar 2024 |
|
| NCM Capital Management | 13k | $389k | 100% | Mar 2024 |
|
| Lido Advisors | 13k | $384k | 16% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 13k | $374k | 100% | Mar 2024 |
|
| HighTower Advisors | 10k | $308k | 38% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 10k | $295k | -22% | Mar 2024 |
|
| Snowden Capital Advisors | 9.4k | $276k | 0% | Mar 2024 |
|
| Mercer Global Advisors | 8.9k | $262k | 100% | Mar 2024 |
|
| King Wealth Management | 8.6k | $254k | 0% | Mar 2024 |
|
| Prosperity Wealth Management | 8.2k | $242k | 100% | Mar 2024 |
|
| TD Capital Management | 7.6k | $224k | 92% | Mar 2024 |
|
| Gail Mannix | 7.5k | $221k | 100% | Mar 2024 |
|
| Wells Fargo & Company | 7.3k | $216k | 1278% | Mar 2024 |
|
| Advisory Services Network | 7.3k | $216k | 10% | Mar 2024 |
|
| Investment Advisory Group | 7.0k | $205k | 100% | Mar 2024 |
|
| Leo Wealth | 6.9k | $204k | 100% | Mar 2024 |
|
| Capital Analysts | 6.9k | $202k | 35% | Mar 2024 |
|
| Us Bancorp | 5.2k | $154k | 0% | Mar 2024 |
|
| Financial Perspectives | 5.1k | $150k | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 4.4k | $129k | 34% | Mar 2024 |
|
| Kiely Wealth Advisory Group | 4.0k | $109k | 100% | Dec 2023 |
|
| Cambridge Trust Company | 3.6k | $95k | 100% | Dec 2023 |
|
| Glass Jacobson Investment Advisors | 3.5k | $103k | 0% | Mar 2024 |
|
| AdvisorNet Financial | 3.5k | $102k | 0% | Mar 2024 |
|
| CWM | 3.4k | $100k | -21% | Mar 2024 |
|
| Steward Partners Investment Advisory | 3.1k | $92k | 2% | Mar 2024 |
|
| Cape Investment Advisory | 2.7k | $71k | 100% | Dec 2023 |
|
| Ogorek Anthony Joseph | 2.5k | $72k | 100% | Mar 2024 |
|
| Harbour Investments | 2.0k | $54k | 100% | Dec 2023 |
|
| Concord Wealth Partners | 1.9k | $56k | 0% | Mar 2024 |
|
| Sunbelt Securities | 1.9k | $56k | -67% | Mar 2024 |
|
| Tompkins Financial Corp | 1.9k | $55k | 100% | Mar 2024 |
|
| McIlrath & Eck | 1.6k | $46k | 0% | Mar 2024 |
|
| EPG Wealth Management | 1.5k | $42k | 100% | Dec 2023 |
|
| O'shaughnessy Asset Management | 1.2k | $36k | 0% | Mar 2024 |
|
| Signature Resources Capital Management | 1.1k | $29k | 0% | Mar 2024 |
|
| Atlantic Trust | 993.00 | $29k | 100% | Mar 2024 |
|
| Principal Securities | 974.00 | $29k | 0% | Mar 2024 |
|
| Ronald Blue Trust | 897.00 | $27k | 100% | Mar 2024 |
|
| Dunhill Financial | 859.00 | $25k | 0% | Mar 2024 |
|
| Global Retirement Partners | 759.00 | $22k | 100% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 709.00 | $21k | 100% | Mar 2024 |
|
| IFP Advisors | 681.00 | $18k | 100% | Dec 2023 |
|
| Private Ocean | 232.00 | $6.8k | 0% | Mar 2024 |
|
| JNBA Financial Advisors | 206.00 | $6.1k | 100% | Mar 2024 |
|
| Legend Financial Advisors | 99.00 | $2.9k | 100% | Mar 2024 |
|
| DecisionPoint Financial | 14.00 | $401.000600 | 100% | Mar 2024 |
|
Who sold out of Fidelity Covington Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bp Wealth Management | Dec 2023 | 29k | $760k |
| BSW Wealth Partners | Dec 2023 | 13k | $340k |
| Hudock Moyer Wealth Resources | Dec 2023 | 12k | $315k |
| Jane Street | Dec 2023 | 11k | $282k |
| AE Wealth Management | Dec 2023 | 9.9k | $272k |
| Rockbridge Investment Management, LCC | Dec 2023 | 3.6k | $95k |
| Tradition Wealth Management | Dec 2023 | 3.4k | $92k |
| Glassman Wealth Services | Dec 2023 | 2.8k | $74k |
| UBS Group | Dec 2023 | 782.00 | $21k |