Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / PFD SECS INCOME
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Number of holders
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14
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Total 13F shares, excl. options
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311,164
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Shares change
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+183,461
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Total reported value, excl. options
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$6,941,415
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Value change
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+$4,125,469
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Number of buys
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8
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Number of sells
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7
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Price
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$22.30
Institutional Holders of FIDELITY COVINGTON TRUST - PFD SECS INCOME (FPFD) as of Q3 2024
As of 30 Sep 2024 FIDELITY COVINGTON TRUST - PFD SECS INCOME (FPFD) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 311,164 shares of stock of the company.
Largest 10 holders included New Millennium Group LLC, COMMONWEALTH EQUITY SERVICES, LLC, Sunbelt Securities, Inc., CITADEL ADVISORS LLC, Prairie Wealth Advisors, Inc., Janney Montgomery Scott LLC, Brookstone Capital Management, OSAIC HOLDINGS, INC., IFP Advisors, Inc, and PRINCIPAL SECURITIES, INC..
This table shows 14 institutional shareholders of the security as of 30 Sep 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.