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 214 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
5,796
shares
|
$411,631
0.08% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,765
shares
|
$409,430
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
5,527
shares
|
$392,527
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,265
shares
|
$373,920
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
4,980
shares
|
$353,679
0.1% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,740
shares
|
$336,634
0.0% of portfolio
|
Q3 2024
Reduced 94.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,680
shares
|
$332,373
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,671
shares
|
$331,734
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$320,300
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
4,281
shares
|
$304,036
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,251
shares
|
$301,906
0.0% of portfolio
|
Q3 2024
Added 240.9%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$299,988
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,177
shares
|
$296,650
0.02% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,138
shares
|
$293,880
0.01% of portfolio
|
Q2 2024
Added 548.59%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,135
shares
|
$293,667
0.01% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
4,122
shares
|
$292,744
0.19% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,075
shares
|
$289,406
0.18% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
4,065
shares
|
$288,696
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
3,994
shares
|
$283,653
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,968
shares
|
$281,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,931
shares
|
$279,179
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,881
shares
|
$275,628
0.01% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,858
shares
|
$273,995
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,833
shares
|
$272,219
0.01% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,771
shares
|
$267,816
0.01% of portfolio
|
Q3 2024
Added 0.86%
|