Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Fin (FNCL)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51+ 73.91% |
$2.2K - $2.68K
|
120
$8.65K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
50New |
$2.16K - $2.62K
|
50
$3.61K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 418.18% |
$1.99K - $2.41K
|
57
$4.11K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.55K - $1.89K
|
36
$2.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
29New |
$1.25K - $1.52K
|
29
$2.09K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 96.55% |
$1.21K - $1.47K
|
57
$4.11K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.56% |
$1.21K - $1.47K
|
4.99K
$360K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26New |
$1.12K - $1.36K
|
26
$1.88K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22+ 0.16% |
$950 - $1.15K
|
13.8K
$997K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
14+ 2.27% |
$605 - $735
|
632
$45.6K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
11+ 0.17% |
$475 - $577
|
6.32K
$456K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.4% |
$216 - $262
|
1.25K
$90.2K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.65% |
$173 - $210
|
616
$44.4K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.12% |
$86.4 - $105
|
1.73K
$125K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.68% |
$86.4 - $105
|
297
$21.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.72% |
$86.4 - $105
|
281
$20.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.13% |
$43.2 - $52.5
|
762
$55K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 2.56% |
$43.2 - $52.5
|
38
$2.74K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$173 - $210
|
3.39K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 0.26% |
$864 - $1.05K
|
7.64K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-26- 6.33% |
$1.12K - $1.36K
|
385
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77- 0.48% |
$3.32K - $4.04K
|
16.1K
$1.16M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-80- 0.3% |
$3.45K - $4.2K
|
26.4K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 15.38% |
$4.32K - $5.25K
|
550
$39.7K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-104- 0.25% |
$4.49K - $5.46K
|
41.4K
$2.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-110- 1.52% |
$4.75K - $5.77K
|
7.12K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-149- 1.1% |
$6.43K - $7.82K
|
13.4K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-150- 2.68% |
$6.48K - $7.87K
|
5.46K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-249- 4.23% |
$10.8K - $13.1K
|
5.64K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-302- 1.0% |
$13K - $15.8K
|
29.9K
$2.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-304- 3.28% |
$13.1K - $16K
|
8.95K
$646K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-399- 1.69% |
$17.2K - $20.9K
|
23.2K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-411- 1.96% |
$17.7K - $21.6K
|
20.6K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-505- 22.6% |
$21.8K - $26.5K
|
1.73K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-692- 88.83% |
$29.9K - $36.3K
|
87
$6.27K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 9.78% |
$30.2K - $36.7K
|
6.46K
$466K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-734- 4.28% |
$31.7K - $38.5K
|
16.4K
$1.18M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-838- 4.91% |
$36.2K - $44K
|
16.2K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-838- 4.91% |
$36.2K - $44K
|
16.2K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1K- 7.02% |
$43.2K - $52.5K
|
13.2K
$955K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 1.47% |
$43.8K - $53.3K
|
68.1K
$4.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.09K- 3.96% |
$47.1K - $57.2K
|
26.4K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 6.08% |
$48.7K - $59.1K
|
17.4K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 10.2% |
$52.6K - $64K
|
10.7K
$774K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 2.9% |
$61.9K - $75.3K
|
48K
$3.46M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.47K- 77.28% |
$63.6K - $77.3K
|
433
$31.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.48K- 1.7% |
$63.7K - $77.5K
|
85.4K
$6.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 0.37% |
$64.9K - $78.8K
|
409K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 1.1% |
$72.3K - $87.9K
|
150K
$10.8M
|