Purchases and Sales Made in Q1 2024 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 2024. 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 25, 2024 Q1 2024
Q3 Asset Management

BUY
 -
195K
+ 253.54%
$10.2M - $11.6M
272K $19.6M
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
157K
+ 327.28%
$8.24M - $9.3M
204K $14.7M
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
106K
+ 1535.08%
$5.6M - $6.32M
113K $8.18M
May 13, 2024 Q1 2024
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
80.3K
+ 47.64%
$4.22M - $4.77M
249K $18M
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
72.1K
New
$3.79M - $4.28M
72.1K $5.2M
May 06, 2024 Q1 2024
Advisory Services Network, LLC

BUY
 -
49.1K
+ 63.54%
$2.58M - $2.91M
126K $9.11M
May 15, 2024 Q1 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
45.5K
+ 2.04%
$2.39M - $2.7M
2.27M $164M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19.6K
+ 9.08%
$1.03M - $1.16M
236K $17M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
19.6K
+ 9.08%
$1.03M - $1.16M
236K $17M
May 13, 2024 Q1 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
13.3K
New
$700K - $790K
13.3K $960K
May 13, 2024 Q1 2024
Ubs Group Ag

BUY
 -
11.3K
+ 536.87%
$593K - $669K
13.4K $965K
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.38K
+ 144.64%
$494K - $557K
15.9K $1.15M
May 15, 2024 Q1 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
8.59K
+ 42.44%
$452K - $510K
28.8K $2.08M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
8.12K
New
$427K - $482K
8.12K $586K
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.91K
+ 95.58%
$416K - $470K
16.2K $1.17M
May 15, 2024 Q1 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
7.47K
New
$393K - $443K
7.47K $539K
May 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
5.9K
+ 4.25%
$311K - $351K
145K $10.4M
May 02, 2024 Q1 2024
Smith, Salley & Associates

BUY
 -
5.77K
+ 16.55%
$303K - $343K
40.6K $2.93M
Apr 17, 2024 Q1 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
5.65K
New
$297K - $336K
5.65K $408K
Apr 18, 2024 Q1 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
5.07K
+ 1.65%
$267K - $301K
312K $22.5M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
4.99K
New
$263K - $296K
4.99K $360K
May 08, 2024 Q1 2024
Acorn Financial Advisory Services Inc

BUY
 -
4.51K
New
$237K - $268K
4.51K $325K
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
4.38K
New
$230K - $260K
4.38K $316K
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
BUY
 -
4K
+ 57.84%
$211K - $238K
10.9K $789K
May 01, 2024 Q1 2024
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
3.84K
New
$202K - $228K
3.84K $277K
May 07, 2024 Q1 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.74K
New
$197K - $222K
3.74K $270K
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3.66K
New
$193K - $217K
3.66K $264K
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.61K
+ 13.86%
$190K - $214K
29.6K $2.14M
Apr 30, 2024 Q1 2024
Arkadios Wealth Advisors

BUY
 -
3.57K
New
$188K - $212K
3.57K $257K
May 02, 2024 Q1 2024
Am Investment Strategies LLC

BUY
 -
3.54K
New
$186K - $210K
3.54K $255K
May 15, 2024 Q1 2024
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
3.48K
New
$183K - $207K
3.48K $251K
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
3.47K
New
$182K - $206K
3.47K $250K
May 07, 2024 Q1 2024
Primoris Wealth Advisors, LLC

BUY
 -
3.43K
New
$181K - $204K
3.43K $248K
Apr 09, 2024 Q1 2024
Lynch & Associates

BUY
 -
2.64K
+ 8.79%
$139K - $157K
32.7K $2.36M
Apr 17, 2024 Q1 2024
Spirit Of America Management Corp

BUY
 -
2.61K
New
$137K - $155K
2.61K $188K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.92K
+ 4.35%
$101K - $114K
46K $3.32M
Apr 15, 2024 Q1 2024
Maltin Wealth Management, Inc.

BUY
 -
1.91K
+ 3.76%
$100K - $113K
52.7K $3.8M
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.54K
New
$81.1K - $91.5K
1.54K $111K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1.06K
+ 2.24%
$55.5K - $62.7K
48.2K $3.48M
May 14, 2024 Q1 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.03K
+ 17.54%
$54.1K - $61.1K
6.89K $497K
May 13, 2024 Q1 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
988
+ 7.91%
$52K - $58.7K
13.5K $972K
May 29, 2024 Q1 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
984
New
$51.8K - $58.4K
984 $71K
Apr 15, 2024 Q1 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
969
+ 6.53%
$51K - $57.6K
15.8K $1.14M
May 06, 2024 Q1 2024
Parallel Advisors, LLC

BUY
 -
892
+ 377.97%
$46.9K - $53K
1.13K $81.4K
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
689
+ 11.41%
$36.3K - $40.9K
6.73K $486K
Apr 23, 2024 Q1 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
663
+ 13.1%
$34.9K - $39.4K
5.73K $413K
May 03, 2024 Q1 2024
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
603
+ 13.94%
$31.7K - $35.8K
4.93K $356K
Apr 15, 2024 Q1 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
570
+ 9.09%
$30K - $33.9K
6.84K $494K
Apr 26, 2024 Q1 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
565
+ 4.99%
$29.7K - $33.6K
11.9K $859K

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