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 $840 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,191
shares
|
$308,457
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,160
shares
|
$306,176
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,093
shares
|
$301,244
0.0% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,075
shares
|
$299,920
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,075
shares
|
$299,920
0.18% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
4,065
shares
|
$299,184
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,003
shares
|
$294,620
0.01% of portfolio
|
Q4 2024
Added 163.36%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,994
shares
|
$293,958
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,974
shares
|
$292,486
0.04% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,965
shares
|
$291,824
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,953
shares
|
$290,940
0.01% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,944
shares
|
$290,278
0.03% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,859
shares
|
$284,022
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,769
shares
|
$277,398
0.01% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,762
shares
|
$276,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,731
shares
|
$274,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,710
shares
|
$273,056
0.01% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,559
shares
|
$261,942
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,509
shares
|
$258,262
0.0% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,485
shares
|
$256,495
0.0% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,479
shares
|
$256,054
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,456
shares
|
$254,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,424
shares
|
$252,006
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,422
shares
|
$251,859
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
3,405
shares
|
$250,607
0.07% of portfolio
|
Q2 2023
Reduced 74.99%
|