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 |
|---|---|---|---|---|---|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,995
shares
|
$285,682
0.11% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
3,994
shares
|
$285,610
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,965
shares
|
$283,537
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,867
shares
|
$276,529
0.02% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,859
shares
|
$275,957
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,858
shares
|
$275,885
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,812
shares
|
$272,596
0.02% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
3,806
shares
|
$272,167
0.05% of portfolio
|
Q1 2025
Reduced 82.48%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,735
shares
|
$267,089
0.0% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,692
shares
|
$264,014
0.01% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
3,646
shares
|
$260,725
0.09% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
3,567
shares
|
$255,076
0.06% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
3,479
shares
|
$248,783
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
3,475
shares
|
$248,497
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,436
shares
|
$245,708
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,411
shares
|
$243,920
0.05% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,405
shares
|
$243,491
0.07% of portfolio
|
Q2 2023
Reduced 74.99%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
3,405
shares
|
$243,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,400
shares
|
$243,134
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,400
shares
|
$243,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,341
shares
|
$238,914
0.0% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,306
shares
|
$236,412
0.0% of portfolio
|
Q3 2024
Added 43.37%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,238
shares
|
$231,549
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,192
shares
|
$228,259
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,100
shares
|
$221,681
0.01% of portfolio
|
Q1 2025
Reduced 5.31%
|