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 260 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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
26,440
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
26,035
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
25,745
shares
|
$1.77 Million
0.75% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
24,739
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,497
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
23,763
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,061
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 35.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
21,720
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
19,820
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,735
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,586
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
19,219
shares
|
$1.32 Million
0.83% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,819
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,273
shares
|
$1.12 Million
0.59% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
16,081
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,731
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
15,101
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
14,131
shares
|
$971,082
0.25% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
13,821
shares
|
$949,779
0.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
13,783
shares
|
$947,167
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,762
shares
|
$945,724
0.0% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,755
shares
|
$945,243
0.06% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
13,607
shares
|
$935,073
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
13,407
shares
|
$921,329
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
13,023
shares
|
$894,940
0.17% of portfolio
|
Q4 2024
New holding
|