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Disclosery

FIDU FIDELITY COVINGTON TRUST

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MSCI INDL INDX (fund)

178 managers (179 13F filers) reported a position in FIDU shares at 2025-03-31, 7,472,302 shares in all. 23 filers opened a position and 25 filers sold out during the quarter.

Managers
178
13F filers
179
New
23
Added
73
Reduced
48
Sold out
25
Shares held by filers
7,472,302

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
Lido Advisors, LLCin group Lido Advisors, LLC1,579,278$108M0.64%+49,03513F-HRTimelineGroup
AE Wealth Management LLC924,356$63.3M0.53%+88,53413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…754,700$51.7M0.04%+45,30113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD283,661$19.4M0.1%+146,87513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC274,562$18.8M0.03%+1,74913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254,610$17.4M<0.01%-15,88313F-HRTimelineGroup
LPL Financial LLC178,344$12.2M<0.01%+30,17613F-HRTimeline
Sanctuary Advisors, LLC160,238$11M0.08%+5,00513F-HRTimeline
Full Sail Capital, LLC138,427$9.48M0.61%-6,66313F-HRTimeline
Buska Wealth Management, LLC132,997$9.11M2.85%+2,00913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC125,602$8.6M<0.01%+24,90913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA122,003$8.35M<0.01%+1,85313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/121,175$8.3M<0.01%+30,39213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding103,922$7.12M+22,945Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…92,001$6.52M0.01%-42,62013F-HR/ATimelineGroup
NewEdge Advisors, LLC92,845$6.36M0.04%+24,46813F-HRTimeline
Independence Financial Advisors, LLC88,231$6.04M2.3%13F-HRTimeline
HighTower Advisors, LLC78,863$5.4M0.01%+58,91713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,258$5.22M<0.01%new13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC70,527$4.83M0.02%+58,53013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,328$4.82M0.01%-16,99713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,966$4.74M0.01%-10,33913F-HRTimelineGroup
Yoder Wealth Management, Inc.65,066$4.46M2.51%+1,82513F-HRTimeline
Traynor Capital Management, Inc.60,054$4.11M0.35%-26113F-HRTimeline
FMR LLCin group FMR LLC59,667$4.09M<0.01%+2,31313F-HRTimelineGroup
Fischer Financial Services, Inc.59,113$4.05M1.3%-14713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,666$3.81M<0.01%-8213F-HRTimelineGroup
Lifeworks Advisors, LLC51,824$3.55M0.59%+4,27613F-HRTimeline
Modern Wealth Management, LLC49,798$3.41M0.11%+63213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,971$3.08M<0.01%-86413F-HRTimelineGroup
Armor Investment Advisors, LLC43,666$2.99M1.24%+18,76713F-HRTimeline
IHT Wealth Management, LLC40,538$2.78M0.09%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.38,081$2.61M0.33%-1,17013F-HRTimeline
Cetera Investment Advisers33,133$2.27M<0.01%+2,72313F-HRTimeline
Arkadios Wealth Advisors33,026$2.26M0.09%+28,32613F-HRTimeline
Exchange Capital Management, Inc.30,925$2.12M0.34%-23913F-HRTimeline
Smith Salley Wealth Management30,779$2.11M0.14%+44613F-HRTimeline
EPG Wealth Management LLC30,732$2.1M0.59%+67813F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,523$2.09M0.06%+14613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,433$2.08M<0.01%-20,09613F-HRTimelineGroup
NorthCoast Asset Management LLC29,784$2.04M0.01%-40,37113F-HR/ATimeline
KDK Private Wealth Management, LLC26,920$1.84M2.1%-26613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT26,905$1.84M0.77%+12,01613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…26,843$1.84M0.16%-1,32813F-HRTimelineGroup
Beaumont Financial Advisors, LLC24,224$1.66M0.13%+38613F-HRTimeline
LYNCH & ASSOCIATES/IN24,133$1.65M0.36%+35813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,466$1.47M<0.01%+3313F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC21,354$1.46M0.27%13F-HRTimeline
VCI Wealth Management LLC20,048$1.37M0.58%-3,68613F-HRTimeline
Atria Wealth Solutions, Inc.19,752$1.35M0.02%+16,64513F-HRTimeline
Cambridge Investment Research Advisors,…19,033$1.3M<0.01%-47413F-HRTimeline
Elevated Capital Advisors, LLC18,282$1.25M0.35%-1,05413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,837$1.22M<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC17,669$1.2M0.03%-1,16213F-HRTimeline
Maxele Advisors, LLC17,213$1.18M1.14%-1413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,566$1.13M0.03%+16,56513F-HRTimelineGroup
Stonebridge Financial Planning Group, L…16,253$1.11M0.51%+1,21813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,216$1.11M0.01%+15,70713F-HRTimeline
Trail Ridge Investment Advisors, LLC15,843$1.08M0.56%-7,58613F-HRTimeline
Snowden Capital Advisors LLC15,701$1.08M0.03%-56213F-HRTimeline
Roxbury Financial LLC14,858$1.07M1.04%-26313F-HRTimeline
TRUST CO OF OKLAHOMA15,327$1.05M0.36%+54813F-HRTimeline
Sunbelt Securities, Inc.15,033$1.03M0.09%-7,21113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV14,840$1.02M0.47%-3,13313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,219$974K0.04%+3113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,867$949K<0.01%-1,68013F-HRTimelineGroup
Advisory Services Network, LLC11,882$814K0.02%-4713F-HRTimeline
Heck Capital Advisors, LLC11,882$814K0.09%+12213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,830$810K0.06%+23313F-HRTimelineGroup
Nova Wealth Management, Inc.11,497$787K0.68%+2,37213F-HR/ATimeline
Integrated Advisors Network LLC11,361$778K0.04%+2,11913F-HRTimeline
MONTAG A & ASSOCIATES INC11,141$763K0.04%+12113F-HRTimeline
MGO ONE SEVEN LLC11,002$753K0.03%-8,95713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,988$752K<0.01%new13F-HR/ATimelineGroup
Meridian Wealth Management, LLC10,891$746K0.04%+77213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,778$738K<0.01%+7,36613F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST10,707$733K0.08%+2,18613F-HRTimeline
TOWNSQUARE CAPITAL LLC10,447$715K0.01%+2313F-HRTimeline
CW Advisors, LLC10,219$700K0.01%+14913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC9,004$616K0.48%-18,12113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,621$590K<0.01%+73813F-HRTimelineGroup
Continuum Advisory, LLC8,524$584K0.08%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,336$571K<0.01%+1,59213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding8,268$568K-122Timeline
SCS Capital Management LLC7,955$545K0.01%new13F-HR/ATimeline
Maltin Wealth Management, Inc.7,179$492K0.23%+26613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,020$479K<0.01%+2,77013F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.6,945$476K0.03%+25213F-HRTimeline
Prairie Wealth Advisors, Inc.6,702$459K0.23%-2513F-HRTimeline
Summit Financial, LLC6,650$455K0.01%-18613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,336$434K0.08%-3213F-HRTimeline
Orion Porfolio Solutions, LLC6,130$420K<0.01%+1,13613F-HRTimeline
Orion Portfolio Solutions, LLC6,130$420K<0.01%+1,13613F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC5,890$403K0.1%013F-HRTimeline
PKS Advisory Services, LLC5,621$385K0.11%-2413F-HRTimeline
Centennial Wealth Advisory LLC5,526$378K0.14%+40613F-HRTimeline
Mach-1 Financial Group, LLC5,504$377K0.11%new13F-HRTimeline
Valley Brook Capital Group, Inc.5,487$376K0.29%-8013F-HRTimeline
PUREfi Wealth, LLC5,395$369K0.37%013F-HRTimeline
CWA Asset Management Group, LLC5,045$345K0.02%+1,33513F-HRTimeline
One Wealth Management Investment & Advi…5,041$345K0.57%013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,613$316K0.06%-10113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,432$303K<0.01%+63313F-HRTimeline
Crumly & Associates Inc.4,175$286K0.08%013F-HRTimeline
Janney Montgomery Scott LLC4,160$285K<0.01%new13F-HRTimeline
Larson Financial Group LLC4,119$282K0.01%+1213F-HRTimeline
UBS Group AGin group UBS Group AG4,102$281K<0.01%+80013F-HRTimelineGroup
Sigma Planning Corp4,027$276K0.01%+7713F-HRTimeline
Algorithmic Investment Models, LLC4,022$275K0.2%new13F-HRTimeline
Ausdal Financial Partners, Inc.3,924$269K0.02%+47213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,741$256K<0.01%-58513F-HRTimelineGroup
Integrated Wealth Concepts LLC3,735$256K<0.01%+41013F-HRTimeline
Redwood Financial Network Corp3,726$255K0.19%new13F-HRTimeline
Pathway Financial Advisers, LLC3,598$246K0.08%+3313F-HRTimeline
World Investment Advisors3,502$240K0.01%+113F-HRTimeline
VICUS CAPITAL3,415$234K0.02%new13F-HRTimeline
Monte Financial Group, LLC3,502$230K0.1%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,262$223K0.01%-6513F-HRTimelineGroup
BIP Wealth, LLC3,216$220K0.01%+1013F-HRTimeline
Rosenberg Matthew Hamilton2,886$198K0.05%013F-HRTimeline
COMERICA BANK2,718$186K<0.01%+413F-HRTimeline
Bogart Wealth, LLC2,295$157K0.01%013F-HRTimeline
Canton Hathaway, LLC2,300$157K0.03%013F-HRTimeline
Hurley Capital, LLC2,016$138K0.1%-15513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,650$116K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,687$116K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,588$109K0.03%+1,48713F-HRTimeline
CoreCap Advisors, LLC1,285$88K<0.01%+2713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,107$75.8K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC1,104$75.6K0.01%013F-HRTimeline
IFP Advisors, Inc1,027$70.3K<0.01%013F-HRTimeline
Elite Financial, Inc.800$54K0.03%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors689$47.2K0.01%013F-HRTimelineGroup
CX Institutional653$45K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV633$43.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC578$40K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC518$35.5K0.01%013F-HRTimeline
GODSEY & GIBB, INC511$35K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.434$29.7K0.02%013F-HRTimeline
Versant Capital Management, Inc433$29.6K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co300$20.5K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC296$20K<0.01%-84013F-HRTimeline
VALLEY NATIONAL ADVISERS INC275$18K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…262$17.9K<0.01%+9713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…250$17.1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC250$17.1K<0.01%-5213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.245$16.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.228$15.6K<0.01%+113F-HRTimeline
MAI Capital Management179$12.3K<0.01%+16113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140$10K<0.01%new13F-HRTimelineGroup
Ridgewood Investments LLC132$9.04K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.140$9K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC116$7.94K<0.01%013F-HRTimeline
Bank of New Hampshire108$7.39K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC108$7.39K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$6.85K<0.01%new13F-HRTimeline
Arax Advisory Partners100$6.85K<0.01%new13F-HRTimeline
Promus Capital, LLC99$6.78K0.01%013F-HR/ATimeline
Capital A Wealth Management, LLC83$5.68K0.01%+6013F-HRTimeline
Minot DeBlois Advisors LLC65$4.44K<0.01%013F-HRTimeline
Clearstead Trust, LLC63$4.31K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC59$4.04K<0.01%-1513F-HRTimeline
Rossby Financial, LCC59$4K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC57$3.9K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.50$3.42K<0.01%-1813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48$3.29K<0.01%-12713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.45$3.09K<0.01%+4113F-HRTimeline
TD Waterhouse Canada Inc.40$2.75K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.40$2.44K<0.01%-43013F-HRTimelineGroup
IMA Advisory Services, Inc.33$2.26K<0.01%new13F-HRTimeline
Allworth Financial LP31$2.08K<0.01%-3913F-HRTimeline
Farther Finance Advisors, LLC29$2K<0.01%+2013F-HRTimeline
WOLFF WIESE MAGANA LLC25$1.71K<0.01%013F-HRTimeline
Sound Income Strategies, LLC23$1.57K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.20$1.37K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12$822<0.01%013F-HRTimeline
Blue Trust, Inc.0$11<0.01%-10413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.