Institutional Ownership Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
87
shares
|
$6,221
0.0% of portfolio
|
Q1 2023
Reduced 88.83%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
85
shares
|
$6,078
0.0% of portfolio
|
Q1 2025
Reduced 88.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
73
shares
|
$5,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
68
shares
|
$4,862
0.0% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
56
shares
|
$4,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
51
shares
|
$3,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43
shares
|
$3,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
42
shares
|
$3,003
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
41
shares
|
$2,931
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
40
shares
|
$2,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
39
shares
|
$2,788
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$2,788
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$2,574
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
35
shares
|
$2,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
29
shares
|
$2,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29
shares
|
$2,073
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
27
shares
|
$1,930
0.0% of portfolio
|
Q2 2023
Added 3.85%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
14
shares
|
$1,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
11
shares
|
$786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
7
shares
|
$500
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3
shares
|
$214
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|