Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI FIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
379KNew |
$19.2M - $22.4M
|
379K
$27.4M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
288KNew |
$14.6M - $17M
|
288K
$20.8M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
236K+ 1036.42% |
$11.9M - $13.9M
|
258K
$18.7M
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
126K+ 3228.55% |
$6.35M - $7.41M
|
130K
$9.35M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
111KNew |
$5.62M - $6.55M
|
111K
$8.02M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96.5K+ 7.84% |
$4.88M - $5.69M
|
1.33M
$95.8M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.2K+ 16.35% |
$4.3M - $5.02M
|
606K
$43.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77.8K+ 65.35% |
$3.93M - $4.59M
|
197K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.3K+ 50.1% |
$3.25M - $3.79M
|
192K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.9K+ 126.71% |
$3.03M - $3.53M
|
107K
$7.73M
|
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
43.3KNew |
$2.19M - $2.55M
|
43.3K
$3.12M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.1KNew |
$2.08M - $2.42M
|
41.1K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.3K+ 30.27% |
$1.88M - $2.2M
|
160K
$11.6M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
32.6K+ 1.69% |
$1.65M - $1.92M
|
1.96M
$141M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.4K+ 17.69% |
$1.49M - $1.74M
|
196K
$14.1M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27.9KNew |
$1.41M - $1.65M
|
27.9K
$2.02M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
21.2KNew |
$1.07M - $1.25M
|
21.2K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.1K+ 112.36% |
$1.01M - $1.18M
|
37.9K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 9.04% |
$886K - $1.03M
|
211K
$15.3M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2K+ 37.03% |
$867K - $1.01M
|
63.5K
$4.58M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2KNew |
$821K - $957K
|
16.2K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
14.6K+ 109.63% |
$740K - $863K
|
28K
$2.02M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
13.8K+ 34.18% |
$696K - $812K
|
54.1K
$3.9M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$615K - $717K
|
12.2K
$878K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$532K - $621K
|
10.5K
$760K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.87K+ 74.81% |
$347K - $405K
|
16K
$1.16M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.67KNew |
$337K - $394K
|
6.67K
$482K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.16K+ 12.18% |
$311K - $363K
|
56.7K
$4.09M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.07K+ 24.81% |
$307K - $358K
|
30.5K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.95KNew |
$301K - $351K
|
5.95K
$429K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
5.42K+ 228.01% |
$274K - $320K
|
7.8K
$563K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.23K+ 8.56% |
$264K - $308K
|
66.3K
$4.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.36K+ 726.0% |
$220K - $257K
|
4.96K
$358K
|
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
4.14KNew |
$209K - $244K
|
4.14K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.68K+ 11.32% |
$186K - $217K
|
36.2K
$2.61M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.16K+ 15.56% |
$160K - $186K
|
23.5K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 28.49% |
$156K - $182K
|
13.9K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.63K+ 22.11% |
$133K - $155K
|
14.5K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 11.53% |
$129K - $150K
|
24.6K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.12K+ 48.04% |
$107K - $125K
|
6.55K
$472K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 17.61% |
$105K - $122K
|
13.8K
$998K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.05K+ 5.58% |
$103K - $121K
|
38.7K
$2.79M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.87K+ 27.2% |
$94.4K - $110K
|
8.74K
$630K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.79K+ 2.08% |
$90.3K - $105K
|
87.5K
$6.31M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.73K+ 16.35% |
$87.2K - $102K
|
12.3K
$887K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.6K+ 31.34% |
$81K - $94.5K
|
6.71K
$485K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 1.66% |
$62.5K - $72.9K
|
75.7K
$5.46M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$58.5K - $68.3K
|
1.16K
$83.6K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 0.85% |
$58K - $67.7K
|
136K
$9.81M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$54.3K - $63.3K
|
1.07K
$77.5K
|