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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,640
shares
|
$836,799
0.0% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,802
shares
|
$704,665
0.02% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,503
shares
|
$683,170
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
9,300
shares
|
$668,577
0.0% of portfolio
|
Q3 2024
Added 45.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,279
shares
|
$667,067
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,064
shares
|
$651,610
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,947
shares
|
$643,199
0.09% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,726
shares
|
$627,312
0.0% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,370
shares
|
$601,719
0.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
8,237
shares
|
$592,157
0.18% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,916
shares
|
$569,081
0.05% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
7,837
shares
|
$563,401
0.04% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,800
shares
|
$560,742
0.13% of portfolio
|
Q1 2022
Added 228.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,798
shares
|
$560,598
0.02% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,741
shares
|
$556,500
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
7,589
shares
|
$545,573
0.27% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,546
shares
|
$542,481
0.07% of portfolio
|
Q3 2022
Added 6.85%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,767
shares
|
$486,479
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,620
shares
|
$475,911
0.14% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,612
shares
|
$475,336
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,404
shares
|
$460,383
0.0% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,374
shares
|
$458,226
0.0% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
6,260
shares
|
$450,031
0.05% of portfolio
|
Q4 2024
Added 158.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,107
shares
|
$439,032
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,017
shares
|
$432,562
0.0% of portfolio
|
Q3 2024
Added 19.74%
|