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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
4,065
shares
|
$297,354
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,003
shares
|
$292,819
0.01% of portfolio
|
Q4 2024
Added 163.36%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,994
shares
|
$292,161
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,974
shares
|
$290,698
0.04% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,968
shares
|
$290,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,953
shares
|
$289,161
0.01% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,931
shares
|
$287,552
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,881
shares
|
$283,895
0.01% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,858
shares
|
$282,212
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,769
shares
|
$275,702
0.01% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,768
shares
|
$275,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,731
shares
|
$272,922
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,710
shares
|
$271,386
0.01% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,559
shares
|
$260,340
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,479
shares
|
$254,488
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,422
shares
|
$250,319
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,414
shares
|
$249,734
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,405
shares
|
$249,075
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
3,405
shares
|
$249,075
0.06% of portfolio
|
Q2 2023
Reduced 74.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,306
shares
|
$241,833
0.0% of portfolio
|
Q3 2024
Added 43.37%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,255
shares
|
$238,103
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,237
shares
|
$236,786
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,235
shares
|
$236,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
3,183
shares
|
$232,836
0.03% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,167
shares
|
$231,666
0.22% of portfolio
|
Q4 2024
New holding
|