Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / MSCI FINLS IDX
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Number of holders
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170
-
Total 13F shares, excl. options
-
9.79M
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Shares change
-
-1.23M
-
Total reported value, excl. options
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$442M
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Value change
-
-$56.9M
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Number of buys
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59
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Number of sells
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-105
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Price
-
$45.10
Significant Holders of FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) as of Q1 2023
207 filings reported holding FNCL - FIDELITY COVINGTON TRUST - MSCI FINLS IDX as of Q1 2023.
FIDELITY COVINGTON TRUST - MSCI FINLS IDX (FNCL) has 170 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.79M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.24M shares), Lido Advisors, LLC (1.53M shares), Full Sail Capital, LLC (512K shares), Raymond James Financial Services Advisors, Inc. (409K shares), COMMONWEALTH EQUITY SERVICES, LLC (367K shares), Congress Wealth Management LLC / DE / (326K shares), Kestra Advisory Services, LLC (280K shares), MORGAN STANLEY (215K shares), ADVISOR GROUP HOLDINGS, INC. (203K shares), and JPMORGAN CHASE & CO (195K shares).
This table shows the top 170 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.