Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Covington Trust - Fidelity Disruptive Communications ETF include AE Wealth Management LLC, POM Investment Strategies, LLC, and Bank Of America Corp /de/ .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 7,062 | 314 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10,279 | 457 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 277 | 12 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,063 | 3.09 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,111 | 4.27 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50 | 2 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,432 | 10.61 | 197 | 33.33 |
