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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
23,967
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,965
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 341.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
21,156
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,751
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
19,586
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
18,781
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,273
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
18,143
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
16,298
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
16,273
shares
|
$1.17 Million
0.59% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
16,081
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
15,731
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
14,131
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,762
shares
|
$989,350
0.0% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,755
shares
|
$988,846
0.06% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,720
shares
|
$986,330
0.06% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
13,698
shares
|
$984,749
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
13,527
shares
|
$972,456
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
13,257
shares
|
$953,045
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
12,839
shares
|
$922,995
0.08% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
12,479
shares
|
$897,115
0.24% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
12,373
shares
|
$889,494
0.26% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,353
shares
|
$888,057
0.05% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,319
shares
|
$885,612
0.02% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,664
shares
|
$838,524
0.01% of portfolio
|
Q4 2024
Reduced 26.34%
|