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 227 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $759 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
77,805
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
74,029
shares
|
$5.32 Million
0.05% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
65,938
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
65,356
shares
|
$4.7 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,696
shares
|
$4.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
52,475
shares
|
$3.77 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
52,354
shares
|
$3.76 Million
0.24% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,648
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
51,625
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
51,578
shares
|
$3.71 Million
1.98% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
42,213
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2022
Reduced 86.82%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
41,095
shares
|
$2.95 Million
1.16% of portfolio
|
Q4 2022
Reduced 2.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
39,830
shares
|
$2.86 Million
0.7% of portfolio
|
Q2 2022
Reduced 8.23%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
35,076
shares
|
$2.52 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,644
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
34,277
shares
|
$2.46 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
33,603
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
30,964
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
30,831
shares
|
$2.22 Million
0.3% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
29,820
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,818
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
27,615
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
25,745
shares
|
$1.85 Million
0.75% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
24,739
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
24,640
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.79%
|