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 255 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
150
shares
|
$10,765
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
140
shares
|
$10,047
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
138
shares
|
$9,904
0.0% of portfolio
|
Q4 2024
Added 961.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
116
shares
|
$8,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
115
shares
|
$8,253
0.0% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
114
shares
|
$8,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
103
shares
|
$7,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$7,177
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
97
shares
|
$6,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
87
shares
|
$6,243
0.0% of portfolio
|
Q1 2023
Reduced 88.83%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
75
shares
|
$5,382
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
71
shares
|
$5,095
0.0% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
66
shares
|
$4,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
51
shares
|
$3,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$3,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
42
shares
|
$3,014
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
41
shares
|
$2,942
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
40
shares
|
$2,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
39
shares
|
$2,799
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
39
shares
|
$2,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$2,583
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
35
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
29
shares
|
$2,081
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
29
shares
|
$2,081
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
27
shares
|
$1,937
0.0% of portfolio
|
Q2 2023
Added 3.85%
|