Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2025. 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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.91KNew |
$193K - $216K
|
2.91K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.54K+ 6.45% |
$168K - $188K
|
41.9K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.47K+ 39.41% |
$164K - $183K
|
8.73K
$624K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.42KNew |
$161K - $180K
|
2.42K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.86% |
$161K - $180K
|
87.1K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 4.15% |
$144K - $162K
|
54.7K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.18K+ 22.25% |
$144K - $161K
|
12K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 1.84% |
$139K - $156K
|
116K
$8.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 7.39% |
$136K - $152K
|
29.8K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.89K+ 54.77% |
$126K - $140K
|
5.35K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.68K+ 22.44% |
$111K - $125K
|
9.17K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.68K+ 5.44% |
$111K - $124K
|
32.5K
$2.32M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67K+ 23.73% |
$110K - $124K
|
8.69K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.59K+ 19.79% |
$106K - $118K
|
9.64K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.57K+ 16.64% |
$104K - $116K
|
11K
$785K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 4.49% |
$99.6K - $111K
|
35K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 8.98% |
$89.9K - $101K
|
16.5K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.3K+ 19.39% |
$85.9K - $96.1K
|
7.97K
$570K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 5.69% |
$83.3K - $93.2K
|
23.3K
$1.67M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$83K - $92.9K
|
1.25K
$89.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13K+ 19.14% |
$74.8K - $83.7K
|
7.02K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 8.37% |
$74.4K - $83.2K
|
14.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
936+ 1.93% |
$62.1K - $69.4K
|
49.5K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
893+ 1.31% |
$59.2K - $66.2K
|
68.9K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
763+ 8.14% |
$50.6K - $56.6K
|
10.1K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
740+ 22.73% |
$49.1K - $54.9K
|
4K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
731+ 24.69% |
$48.5K - $54.2K
|
3.69K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
719+ 27.42% |
$47.7K - $53.3K
|
3.34K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
718+ 1.37% |
$47.6K - $53.3K
|
53.1K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
678+ 1.2% |
$45K - $50.3K
|
57.3K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
671+ 2.1% |
$44.5K - $49.8K
|
32.6K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
612+ 4.44% |
$40.6K - $45.4K
|
14.4K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
568+ 8.75% |
$37.7K - $42.1K
|
7.06K
$505K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
474New |
$31.4K - $35.2K
|
474
$33.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
462+ 1.55% |
$30.6K - $34.3K
|
30.3K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
460New |
$30.5K - $34.1K
|
460
$32.9K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
442New |
$29.3K - $32.8K
|
442
$31.6K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
400New |
$26.5K - $29.7K
|
400
$28.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
394New |
$26.1K - $29.2K
|
394
$28.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
385New |
$25.5K - $28.6K
|
385
$27.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
373+ 5.63% |
$24.7K - $27.7K
|
6.99K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
348+ 10.27% |
$23.1K - $25.8K
|
3.74K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
346New |
$22.9K - $25.7K
|
346
$24.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
301New |
$20K - $22.3K
|
301
$21.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
300+ 300.0% |
$19.9K - $22.3K
|
400
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
296+ 23.09% |
$19.6K - $22K
|
1.58K
$113K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
292New |
$19.4K - $21.7K
|
292
$20.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
290+ 3.52% |
$19.2K - $21.5K
|
8.53K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
270+ 4.58% |
$17.9K - $20K
|
6.17K
$441K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
224+ 6.55% |
$14.9K - $16.6K
|
3.65K
$261K
|