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 260 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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,405
shares
|
$233,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,387
shares
|
$232,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,362
shares
|
$231,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,337
shares
|
$229,318
0.0% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,306
shares
|
$227,188
0.0% of portfolio
|
Q3 2024
Added 43.37%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,274
shares
|
$224,989
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,255
shares
|
$223,683
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,237
shares
|
$222,446
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,235
shares
|
$222,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
3,183
shares
|
$218,735
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,167
shares
|
$217,636
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,163
shares
|
$217,361
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
3,036
shares
|
$208,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$206,160
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$206,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,998
shares
|
$206,022
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,961
shares
|
$203,479
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,928
shares
|
$201,212
0.05% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,917
shares
|
$200,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
2,771
shares
|
$190,423
0.04% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,622
shares
|
$180,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,267
shares
|
$155,788
0.03% of portfolio
|
Q4 2020
Reduced 2.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,138
shares
|
$146,923
0.0% of portfolio
|
Q4 2024
Added 140.77%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,100
shares
|
$144,312
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,731
shares
|
$118,954
0.01% of portfolio
|
Q2 2023
Added 0.06%
|