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Disclosery

FDRR FIDELITY COVINGTON TRUST

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DIVID ETF RISI (fund)

94 managers (94 13F filers) reported a position in FDRR shares at 2025-03-31, 3,556,626 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
94
13F filers
94
New
4
Added
28
Reduced
32
Sold out
7
Shares held by filers
3,556,626

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…979,150$48.9M1.98%-8,61813F-HRTimelineGroup
EP Wealth Advisors, LLC377,007$18.8M0.15%-16,06413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/222,736$11.1M<0.01%-12,95013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC218,985$10.9M0.02%-4,24013F-HRTimeline
LPL Financial LLC183,631$9.17M<0.01%+8,67113F-HRTimeline
Private Advisor Group, LLC176,678$8.83M0.05%-1,06213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,561$5.62M0.01%+9,14413F-HRTimelineGroup
Cambridge Investment Research Advisors,…88,222$4.41M0.01%+19613F-HRTimeline
UBS Group AGin group UBS Group AG88,081$4.4M<0.01%-2,15313F-HRTimelineGroup
Geneva Partners, LLC84,829$4.24M2.19%+2,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83,063$4.15M<0.01%-1,93413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,539$3.72M<0.01%+1,52313F-HRTimelineGroup
Sugar Maple Asset Management, LLC63,211$3.16M2.49%-10413F-HRTimeline
FMR LLCin group FMR LLC62,389$3.12M<0.01%+24113F-HRTimelineGroup
NewEdge Advisors, LLC59,514$2.97M0.02%-9,47413F-HRTimeline
Atria Wealth Solutions, Inc.58,147$2.9M0.04%-1,70113F-HRTimeline
GTS SECURITIES LLC58,022$2.9M0.13%new13F-HRTimeline
Cetera Investment Advisers39,489$1.97M<0.01%+7,31213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,332$1.91M0.01%-9,95513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,891$1.84M<0.01%+2,21313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC31,021$1.55M0.65%-11,64313F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,075$1.25M0.01%-1,63913F-HRTimelineGroup
Summit X, LLC19,495$974K0.2%+29713F-HRTimeline
MML INVESTORS SERVICES, LLC19,332$966K<0.01%-5,87213F-HRTimeline
Stonebridge Financial Planning Group, L…17,630$881K0.4%-7413F-HRTimeline
FLOW TRADERS U.S. LLC16,825$840K0.04%-5,68813F-HRTimeline
Beck Bode, LLC16,457$822K0.15%-4,95813F-HRTimeline
Gladstone Institutional Advisory LLC14,660$732K0.03%-1,84213F-HRTimeline
Integrated Advisors Network LLC13,300$664K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,715$635K<0.01%+6,31913F-HR/ATimelineGroup
Herold Advisors, Inc.12,320$615K0.14%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.11,075$553K0.16%+67513F-HRTimeline
PKS Advisory Services, LLC10,758$537K0.15%-5013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,212$525K0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,763$488K<0.01%+59613F-HRTimeline
Jaffetilchin Investment Partners, LLC9,471$473K0.03%-1,08213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,376$468K<0.01%-3,10113F-HRTimelineGroup
Integrated Wealth Concepts LLC9,374$468K0.01%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,996$449K<0.01%+74713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,988$449K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,944$447K<0.01%+34013F-HRTimelineGroup
Sunbelt Securities, Inc.7,984$399K0.04%013F-HRTimeline
LJI Wealth Management, LLC7,804$390K0.08%013F-HRTimeline
Mascoma Wealth Management LLC7,149$357K0.09%-54313F-HRTimeline
Arkadios Wealth Advisors7,132$356K0.01%+3713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,065$353K0.03%+1,00713F-HRTimeline
Sigma Planning Corp7,056$352K0.01%-1,31713F-HRTimeline
Snider Financial Group6,932$346K0.11%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,649$332K<0.01%-4713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC6,391$319K0.01%013F-HRTimeline
LANDAAS & CO /WI /ADV6,060$303K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,668$283K<0.01%+1613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc5,336$274K0.09%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,328$266K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC5,265$263K<0.01%-87513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,228$261K0.01%-1,77713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,119$256K<0.01%+4,60513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,101$255K0.01%+2413F-HRTimeline
Per Stirling Capital Management, LLC.4,973$248K0.04%013F-HRTimeline
HBW ADVISORY SERVICES LLC4,878$244K0.03%+313F-HRTimeline
CoreCap Advisors, LLC4,873$243K0.01%-9713F-HRTimeline
Csenge Advisory Group4,422$207K0.01%+2513F-HRTimeline
MFA Wealth Services4,068$203K0.17%-72713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,713$185K0.01%013F-HRTimelineGroup
WealthShield Partners, LLC3,206$160K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,840$91.9K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,720$88.4K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,578$79K<0.01%+4913F-HR/ATimelineGroup
IFP Advisors, Inc1,558$77.8K<0.01%+813F-HRTimeline
Allworth Financial LP1,537$74.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,467$73.3K0.01%+313F-HRTimeline
Larson Financial Group LLC1,410$70.4K<0.01%+16013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,046$46K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.800$40K<0.01%-80013F-HRTimeline
AE Wealth Management LLC678$33.9K<0.01%-18513F-HRTimeline
CX Institutional583$29K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.521$26K<0.01%+313F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors516$25.8K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC500$25K<0.01%013F-HRTimeline
GAMMA Investing LLC403$20.1K<0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.379$18.9K0.01%013F-HRTimeline
COMERICA BANK300$15K<0.01%013F-HRTimeline
Continuum Advisory, LLC272$13.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC267$13.4K<0.01%new13F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …180$9K<0.01%013F-HRTimelineGroup
Spectrum Wealth Counsel, LLC127$6.34K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd84$4.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75$3.75K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC27$1.36K<0.01%013F-HRTimeline
Roxbury Financial LLC14$724<0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-1,16713F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-91513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.