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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,730
shares
|
$127,327
0.04% of portfolio
|
Q1 2023
Reduced 22.6%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
1,686
shares
|
$124,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,621
shares
|
$119,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,544
shares
|
$113,638
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,527
shares
|
$112,387
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,517
shares
|
$111,651
0.0% of portfolio
|
Q3 2024
Reduced 80.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,476
shares
|
$108,633
0.0% of portfolio
|
Q3 2023
Reduced 25.3%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,423
shares
|
$104,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,344
shares
|
$98,918
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$94,355
0.0% of portfolio
|
Q4 2024
Reduced 27.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,223
shares
|
$90,012
0.0% of portfolio
|
Q4 2024
Added 48.6%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,129
shares
|
$83,094
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,087
shares
|
$80,003
0.05% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,063
shares
|
$78,236
0.02% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,049
shares
|
$77,206
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,004
shares
|
$73,894
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$73,600
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
956
shares
|
$70,361
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
743
shares
|
$54,684
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
741
shares
|
$54,537
0.0% of portfolio
|
Q4 2024
Added 278.06%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
626
shares
|
$46,073
0.0% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
618
shares
|
$45,484
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
614
shares
|
$45,190
0.0% of portfolio
|
Q4 2024
Added 1128.0%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
582
shares
|
$42,835
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
562
shares
|
$41,363
0.02% of portfolio
|
Q4 2024
Added 24.89%
|