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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,166
shares
|
$655,460
0.0% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,137
shares
|
$653,386
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
8,727
shares
|
$624,067
0.07% of portfolio
|
Q1 2025
Added 39.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,686
shares
|
$621,135
0.0% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
8,527
shares
|
$609,765
0.2% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,506
shares
|
$608,264
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,450
shares
|
$604,259
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
8,448
shares
|
$604,116
0.0% of portfolio
|
Q1 2025
Reduced 77.84%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
7,979
shares
|
$570,578
0.47% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
7,974
shares
|
$570,220
0.33% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
7,800
shares
|
$557,778
0.14% of portfolio
|
Q1 2022
Added 228.01%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
7,724
shares
|
$552,343
0.58% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
7,652
shares
|
$547,194
0.04% of portfolio
|
Q1 2025
Added 136.39%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
7,650
shares
|
$547,051
0.55% of portfolio
|
Q1 2025
Added 141.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,638
shares
|
$546,193
0.02% of portfolio
|
Q1 2025
Added 80.52%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,546
shares
|
$539,614
0.07% of portfolio
|
Q3 2022
Added 6.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
7,467
shares
|
$533,965
0.02% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,445
shares
|
$532,391
0.01% of portfolio
|
Q1 2025
Added 82.7%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
7,413
shares
|
$530,103
0.08% of portfolio
|
Q1 2025
Added 132.89%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
7,323
shares
|
$523,667
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,242
shares
|
$517,875
0.0% of portfolio
|
Q1 2025
Added 657.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
7,241
shares
|
$517,803
0.29% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,056
shares
|
$504,574
0.11% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,000
shares
|
$500,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
6,993
shares
|
$500,069
0.15% of portfolio
|
Q1 2025
Added 5.63%
|