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 257 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
67,958
shares
|
$4.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 45.26%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
65,356
shares
|
$4.49 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
58,413
shares
|
$4.01 Million
2.22% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
56,656
shares
|
$3.89 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
52,475
shares
|
$3.61 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
52,354
shares
|
$3.6 Million
0.24% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
50,759
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,613
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
46,329
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.14%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
42,213
shares
|
$2.9 Million
0.04% of portfolio
|
Q4 2022
Reduced 86.82%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
41,095
shares
|
$2.82 Million
1.16% of portfolio
|
Q4 2022
Reduced 2.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,830
shares
|
$2.74 Million
0.7% of portfolio
|
Q2 2022
Reduced 8.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
39,403
shares
|
$2.71 Million
0.03% of portfolio
|
Q4 2024
Added 27.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
38,131
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,671
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.42%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
34,277
shares
|
$2.36 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
33,997
shares
|
$2.34 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
33,597
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
33,470
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
31,889
shares
|
$2.19 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
30,831
shares
|
$2.12 Million
0.3% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
29,820
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,094
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,764
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 310.29%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
27,021
shares
|
$1.86 Million
1.93% of portfolio
|
Q4 2024
New holding
|