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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
32,871
shares
|
$2.35 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
32,560
shares
|
$2.33 Million
1.04% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
32,509
shares
|
$2.32 Million
0.33% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
32,046
shares
|
$2.29 Million
0.7% of portfolio
|
Q1 2025
Added 135.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,610
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 71.78%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
30,484
shares
|
$2.18 Million
0.89% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
30,282
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,815
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
29,021
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 129.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,330
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
28,074
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
26,710
shares
|
$1.91 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
26,035
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
24,803
shares
|
$1.77 Million
0.15% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,317
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,038
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Added 77.19%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
21,878
shares
|
$1.56 Million
1.31% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
19,923
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 497.03%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,801
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,586
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
19,260
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
18,567
shares
|
$1.33 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
16,457
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,273
shares
|
$1.16 Million
0.59% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
16,081
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2023
New holding
|