Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Covington Trust - Fidelity Preferred Securities & Income ETF include Farther Finance Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 382 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 40,270 | 866 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 533 | 2,032.00 | 11 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,187 | 24.09 | 133 | 24.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,031 | 0.93 | 65 | 1.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 750 | 16 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 14,133 | 3.29 | 305 | 3.74 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 50,477 | 1.06 | 1,087 | 1.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 31,181 | 14.17 | 1 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 153,217 | 2.45 | 3,294 | 2.65 |
