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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,975
shares
|
$498,782
0.0% of portfolio
|
Q1 2025
Reduced 79.88%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,850
shares
|
$489,843
0.23% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,271
shares
|
$448,439
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,175
shares
|
$441,574
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
6,168
shares
|
$441,073
0.08% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
5,970
shares
|
$426,914
0.07% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,695
shares
|
$407,249
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
5,693
shares
|
$407,106
0.29% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
5,632
shares
|
$402,744
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,481
shares
|
$391,946
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,349
shares
|
$382,506
0.01% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,347
shares
|
$382,363
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,265
shares
|
$376,500
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
5,119
shares
|
$366,059
0.12% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,630
shares
|
$331,091
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
4,597
shares
|
$328,731
0.05% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
4,419
shares
|
$316,002
0.24% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,377
shares
|
$312,999
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$302,058
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
4,167
shares
|
$297,982
0.09% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,094
shares
|
$292,761
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
4,075
shares
|
$291,403
0.19% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
4,065
shares
|
$290,688
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,047
shares
|
$289,400
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,003
shares
|
$286,254
0.01% of portfolio
|
Q4 2024
Added 163.36%
|