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 255 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 $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
510
shares
|
$37,413
0.01% of portfolio
|
Q3 2022
Reduced 44.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
498
shares
|
$36,533
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
487
shares
|
$35,726
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
460
shares
|
$33,745
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
436
shares
|
$31,984
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
423
shares
|
$31,031
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$30,811
0.0% of portfolio
|
Q2 2022
Reduced 57.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$29,344
0.0% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
355
shares
|
$26,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
325
shares
|
$23,842
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
310
shares
|
$22,741
0.01% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
308
shares
|
$22,594
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
307
shares
|
$22,521
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
283
shares
|
$20,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
267
shares
|
$19,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
250
shares
|
$18,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
250
shares
|
$18,340
0.0% of portfolio
|
Q1 2023
Added 111.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
246
shares
|
$18,046
0.0% of portfolio
|
Q3 2024
Reduced 67.02%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
245
shares
|
$17,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
210
shares
|
$15,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
175
shares
|
$12,838
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
173
shares
|
$12,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
169
shares
|
$12,397
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
167
shares
|
$12,251
0.01% of portfolio
|
Q2 2024
Reduced 40.36%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
150
shares
|
$11,004
0.0% of portfolio
|
Q2 2024
Reduced 65.83%
|