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 279 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 $908 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
6,760
shares
|
$498,279
0.04% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
6,500
shares
|
$479,114
0.12% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,432
shares
|
$474,102
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,404
shares
|
$472,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
6,110
shares
|
$450,368
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,071
shares
|
$447,493
0.01% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
5,966
shares
|
$439,753
0.07% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,870
shares
|
$432,677
0.02% of portfolio
|
Q2 2025
Added 72.65%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
5,673
shares
|
$418,156
0.28% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,588
shares
|
$411,891
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
5,496
shares
|
$405,110
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
5,433
shares
|
$400,466
0.05% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
5,347
shares
|
$394,127
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,850
shares
|
$357,493
0.11% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,693
shares
|
$345,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
4,546
shares
|
$335,085
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
4,470
shares
|
$329,483
0.25% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4,377
shares
|
$322,628
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
4,241
shares
|
$312,604
0.12% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,225
shares
|
$311,424
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$311,351
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
4,167
shares
|
$307,149
0.1% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,053
shares
|
$298,746
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,052
shares
|
$298,672
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
3,996
shares
|
$294,545
0.04% of portfolio
|
Q2 2025
Reduced 46.09%
|