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 290 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
35
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
29
shares
|
$2,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
29
shares
|
$2,153
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
25
shares
|
$1,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,856
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
18
shares
|
$1,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
17
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
14
shares
|
$1,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
10
shares
|
$742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$519
0.0% of portfolio
|
Q2 2023
Added 16.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3
shares
|
$222
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|