FIDELITY COVINGTON TRUST (FDWM)
Institutional ownership reported to the SEC as of Q3 2025, across 17 quarters.
3
Reporting holders
$370.6K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $356.0K | 13,782 | 0.00% | 14q | -55.8%-$449.4K |
| HARBOUR INVESTMENTS, INC. | $11.2K | 436 | 0.00% | 5q | +58.0%+$4.1K |
| Archer Investment Corp | $3.5K | 134 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 3 | $370.6K | 14,352 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $758.7K | 31,457 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 3 | $63.1K | 2,891 | 0 | 1 | 2 | 0.0% |
| Q4 2024 | 3 | $539.8K | 23,465 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $28.6K | 1,235 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $538.0K | 24,234 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $157.0K | 7,016 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $293.0K | 14,284 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $156.4K | 8,675 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 2 | $376.2K | 19,833 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $408.6K | 22,699 | 1 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $284.3K | 16,884 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $201.0K | 13,127 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $302.0K | 18,906 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $1.0M | 48,542 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $1.2M | 58,215 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $1.6M | 80,113 | 4 | 0 | 0 | 0.0% |