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 203 institutions that hold shares in the stock, with a total of 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $629 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
68,511
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
62,087
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2024
Added 17.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
57,166
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
53,984
shares
|
$3.44 Million
1.89% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2024 Q2 2024 |
52,379
shares
|
$3.33 Million
1.5% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
48,139
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
47,925
shares
|
$3.05 Million
1.8% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
42,213
shares
|
$2.69 Million
0.04% of portfolio
|
Q4 2022
Reduced 86.82%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
41,095
shares
|
$2.62 Million
1.16% of portfolio
|
Q4 2022
Reduced 2.25%
|
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
40,546
shares
|
$2.58 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,830
shares
|
$2.54 Million
0.7% of portfolio
|
Q2 2022
Reduced 8.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
35,929
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
35,699
shares
|
$2.27 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
34,098
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
33,312
shares
|
$2.12 Million
0.44% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
33,202
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
33,088
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
31,918
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2024
Added 24.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
30,095
shares
|
$1.92 Million
0.26% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,451
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
28,515
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
28,079
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
27,950
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
24,640
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2024
Reduced 11.79%
|
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
23,838
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2024
Added 1.86%
|