Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Fin (FNCL)

FNCL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2023. 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 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
140K
+ 99.96%
$6.04M - $7.34M
280K $20.2M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
112K
New
$4.85M - $5.89M
112K $8.1M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
104K
New
$4.47M - $5.43M
104K $7.47M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
80.6K
+ 5.57%
$3.48M - $4.23M
1.53M $110M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
67.6K
New
$2.92M - $3.55M
67.6K $4.88M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
67K
+ 1016.93%
$2.9M - $3.52M
73.6K $5.31M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
35.4K
New
$1.53M - $1.86M
35.4K $2.56M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
34.8K
+ 1.58%
$1.5M - $1.83M
2.24M $162M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
33.2K
+ 94.68%
$1.43M - $1.74M
68.3K $4.93M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
32.9K
+ 35.64%
$1.42M - $1.73M
125K $9.04M
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
21.5K
+ 4.39%
$929K - $1.13M
512K $36.9M
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
17.5K
New
$755K - $917K
17.5K $1.26M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
12.4K
New
$537K - $652K
12.4K $897K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.86K
+ 39.16%
$426K - $517K
35K $2.53M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.55K
+ 27.28%
$413K - $501K
44.6K $3.22M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
9.41K
+ 12.81%
$406K - $494K
82.8K $5.98M
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
6.71K
+ 39.11%
$290K - $352K
23.9K $1.72M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
4.79K
New
$207K - $252K
4.79K $346K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
4.74K
+ 71.4%
$205K - $249K
11.4K $821K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.91K
+ 7.23%
$126K - $153K
43.1K $3.11M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.36K
+ 4.64%
$102K - $124K
53.3K $3.85M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
2.23K
New
$96.1K - $117K
2.23K $161K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.2K
+ 3.62%
$95.1K - $116K
63.1K $4.55M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1.83K
+ 65.17%
$79.2K - $96.2K
4.65K $335K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.48K
+ 16.37%
$63.8K - $77.5K
10.5K $758K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.44K
New
$62K - $75.4K
1.44K $104K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.34K
New
$58K - $70.5K
1.34K $97K
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
955
+ 22.23%
$41.2K - $50.1K
5.25K $379K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
861
New
$37.2K - $45.2K
861 $62.1K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
684
+ 4.49%
$29.5K - $35.9K
15.9K $1.15M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
672
+ 14.01%
$29K - $35.3K
5.47K $395K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
656
+ 43.41%
$28.3K - $34.4K
2.17K $156K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
489
New
$21.1K - $25.7K
489 $35.3K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
426
+ 219.59%
$18.4K - $22.4K
620 $44.7K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
401
+ 679.66%
$17.3K - $21K
460 $33.2K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
344
+ 1.02%
$14.9K - $18.1K
34.2K $2.47M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
261
+ 5.36%
$11.3K - $13.7K
5.13K $370K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
243
+ 0.85%
$10.5K - $12.8K
28.7K $2.07M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
228
New
$9.85K - $12K
228 $16.5K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
200
+ 13.1%
$8.64K - $10.5K
1.73K $125K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
185
+ 0.27%
$7.99K - $9.71K
68.2K $4.92M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
160
New
$6.91K - $8.4K
160 $11.5K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
154
+ 0.57%
$6.65K - $8.08K
27.1K $1.95M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
154
New
$6.65K - $8.08K
154 $11.1K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
153
New
$6.61K - $8.03K
153 $11K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
132
+ 111.86%
$5.7K - $6.93K
250 $18K
Aug 23, 2023 Q1 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
81
+ 0.63%
$3.5K - $4.25K
13K $937K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
77
+ 10.62%
$3.32K - $4.04K
802 $57.9K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
52
+ 6.24%
$2.25K - $2.73K
885 $63.9K

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