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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
537
shares
|
$38,604
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
510
shares
|
$36,663
0.01% of portfolio
|
Q3 2022
Reduced 44.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
497
shares
|
$35,729
0.01% of portfolio
|
Q3 2024
Reduced 37.72%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
487
shares
|
$35,010
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
460
shares
|
$33,069
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
450
shares
|
$32,350
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
435
shares
|
$31,272
0.0% of portfolio
|
Q3 2024
Reduced 99.72%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
423
shares
|
$30,409
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
420
shares
|
$30,193
0.0% of portfolio
|
Q2 2022
Reduced 57.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$28,756
0.0% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
325
shares
|
$23,364
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
308
shares
|
$22,142
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
305
shares
|
$21,926
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
289
shares
|
$20,776
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
283
shares
|
$20,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
277
shares
|
$19,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
275
shares
|
$19,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
250
shares
|
$17,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
250
shares
|
$17,972
0.0% of portfolio
|
Q1 2023
Added 111.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
246
shares
|
$17,684
0.0% of portfolio
|
Q3 2024
Reduced 67.02%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
245
shares
|
$17,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
196
shares
|
$14,090
0.0% of portfolio
|
Q3 2024
Added 136.14%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
175
shares
|
$12,580
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
169
shares
|
$12,149
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
167
shares
|
$12,005
0.01% of portfolio
|
Q2 2024
Reduced 40.36%
|