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 236 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 $775 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,374
shares
|
$466,258
0.0% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
6,260
shares
|
$457,919
0.05% of portfolio
|
Q4 2024
Added 158.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,107
shares
|
$446,727
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
|
$440,143
0.0% of portfolio
|
Q3 2024
Added 19.74%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,970
shares
|
$436,705
0.08% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
5,898
shares
|
$431,438
0.08% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
5,880
shares
|
$430,122
0.05% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,818
shares
|
$425,586
0.22% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,765
shares
|
$421,709
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
5,580
shares
|
$408,177
0.31% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
5,384
shares
|
$393,839
0.12% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,265
shares
|
$385,134
0.03% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
4,771
shares
|
$348,998
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,740
shares
|
$346,731
0.0% of portfolio
|
Q3 2024
Reduced 94.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,680
shares
|
$342,342
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$329,906
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
4,281
shares
|
$313,155
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,251
shares
|
$310,960
0.0% of portfolio
|
Q3 2024
Added 240.9%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$309,643
0.22% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$308,985
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,191
shares
|
$306,571
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,160
shares
|
$304,304
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,138
shares
|
$302,694
0.01% of portfolio
|
Q2 2024
Added 548.59%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,135
shares
|
$302,475
0.01% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,075
shares
|
$298,086
0.18% of portfolio
|
Q3 2024
Reduced 4.23%
|