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 261 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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,454
shares
|
$512,238
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
7,323
shares
|
$503,236
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,875
shares
|
$472,450
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,679
shares
|
$458,980
0.27% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,620
shares
|
$454,926
0.14% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
6,488
shares
|
$445,855
0.09% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,374
shares
|
$438,021
0.0% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
6,260
shares
|
$430,187
0.05% of portfolio
|
Q4 2024
Added 158.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,107
shares
|
$419,673
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,970
shares
|
$410,258
0.08% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
5,898
shares
|
$405,310
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,892
shares
|
$404,898
0.0% of portfolio
|
Q4 2024
Added 38.6%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
5,681
shares
|
$390,398
0.06% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
5,580
shares
|
$383,457
0.31% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
5,465
shares
|
$375,554
0.01% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
5,384
shares
|
$369,988
0.12% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,347
shares
|
$367,445
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,265
shares
|
$361,810
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
4,771
shares
|
$327,863
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
4,748
shares
|
$326,282
0.04% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,474
shares
|
$307,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
4,377
shares
|
$300,787
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$290,891
0.22% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,231
shares
|
$290,754
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$290,273
0.0% of portfolio
|
Q3 2024
Added 1.86%
|