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 266 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $801 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
614
shares
|
$42,194
0.0% of portfolio
|
Q4 2024
Added 1128.0%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
582
shares
|
$39,995
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
562
shares
|
$38,620
0.02% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
539
shares
|
$37,040
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
510
shares
|
$35,047
0.01% of portfolio
|
Q3 2022
Reduced 44.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
498
shares
|
$34,222
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
487
shares
|
$33,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
474
shares
|
$32,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
460
shares
|
$31,611
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
436
shares
|
$29,961
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
423
shares
|
$29,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$28,862
0.0% of portfolio
|
Q2 2022
Reduced 57.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$27,488
0.0% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
394
shares
|
$27,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
385
shares
|
$26,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
355
shares
|
$24,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
346
shares
|
$23,777
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
325
shares
|
$22,334
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
310
shares
|
$21,303
0.01% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
307
shares
|
$21,097
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
292
shares
|
$20,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
289
shares
|
$19,860
0.01% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
283
shares
|
$19,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
267
shares
|
$18,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
250
shares
|
$17,180
0.0% of portfolio
|
Q3 2024
New holding
|