Purchases and Sales Made in Q1 2025 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 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 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
219
+ 14.34%
$14.5K - $16.2K
1.75K $125K
May 13, 2025 Q1 2025
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
186
+ 4.39%
$12.3K - $13.8K
4.42K $316K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
178
+ 1.65%
$11.8K - $13.2K
11K $785K
May 06, 2025 Q1 2025
Wedbush Securities Inc

BUY
 -
156
+ 3.49%
$10.3K - $11.6K
4.63K $331K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
150
+ 10.16%
$9.95K - $11.1K
1.63K $116K
Apr 23, 2025 Q1 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
128
New
$8.49K - $9.49K
128 $9.15K
May 05, 2025 Q1 2025
Beckerman Institutional, LLC

Ocean Grove, NJ
BUY
 -
113
+ 2.03%
$7.49K - $8.38K
5.69K $407K
Apr 22, 2025 Q1 2025
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
112
+ 1.11%
$7.43K - $8.31K
10.2K $728K
May 14, 2025 Q1 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
108
+ 0.78%
$7.16K - $8.01K
13.9K $996K
Apr 30, 2025 Q1 2025
Stratos Wealth Advisors, LLC

BUY
 -
98
+ 2.6%
$6.5K - $7.27K
3.87K $277K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
96
New
$6.36K - $7.12K
96 $6.86K
May 14, 2025 Q1 2025
Comerica Bank

BUY
 -
82
+ 2.07%
$5.44K - $6.08K
4.05K $289K
May 01, 2025 Q1 2025
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
73
New
$4.84K - $5.41K
73 $5.22K
May 12, 2025 Q1 2025
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
64
+ 0.26%
$4.24K - $4.75K
24.8K $1.77M
Apr 22, 2025 Q1 2025
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
59
+ 0.42%
$3.91K - $4.38K
14.2K $1.01M
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
56
New
$3.71K - $4.15K
56 $4K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
54
+ 3.33%
$3.58K - $4.01K
1.68K $120K
Apr 29, 2025 Q1 2025
Truist Financial Corp

BUY
 -
42
+ 0.42%
$2.78K - $3.12K
10.1K $721K
Apr 29, 2025 Q1 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
38
+ 0.42%
$2.52K - $2.82K
9.14K $653K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
35
New
$2.32K - $2.6K
35 $2.5K
Apr 17, 2025 Q1 2025
Variant Private Wealth, LLC

Tysons, VA
BUY
 -
32
+ 0.42%
$2.12K - $2.37K
7.72K $552K
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

BUY
 -
29
+ 4.63%
$1.92K - $2.15K
655 $46.8K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
28
+ 24.14%
$1.86K - $2.08K
144 $10.3K
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
17
New
$1.13K - $1.26K
17 $1.22K
Apr 17, 2025 Q1 2025
Mission Wealth Management, LP

BUY
 -
16
+ 0.29%
$1.06K - $1.19K
5.48K $392K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
14
New
$928 - $1.04K
14 $1K
Apr 30, 2025 Q1 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
12
+ 0.3%
$796 - $890
3.97K $284K
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
12
+ 0.35%
$796 - $890
3.44K $246K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
11
New
$729 - $816
11 $787
May 07, 2025 Q1 2025
Am Investment Strategies LLC

BUY
 -
8
+ 0.22%
$530 - $593
3.57K $255K
Apr 23, 2025 Q1 2025
Western Wealth Management, LLC

BUY
 -
3
+ 0.02%
$199 - $223
12.4K $884K
Apr 18, 2025 Q1 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2
+ 0.4%
$133 - $148
500 $35.8K
May 15, 2025 Q1 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
2
+ 0.37%
$133 - $148
541 $38.7K
Apr 25, 2025 Q1 2025
Tradewinds Capital Management, LLC

BUY
 -
1
+ 0.32%
$66.3 - $74.2
311 $22.2K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
1
+ 0.09%
$66.3 - $74.2
1.13K $80.8K
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
1
New
$66.3 - $74.2
1 $71.5
May 13, 2025 Q1 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.02%
$66.3 - $74.2
4.09K $293K
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-3
- 4.23%
$199 - $223
68 $4.86K
Apr 23, 2025 Q1 2025
High Mark Wealth Management LLC

SELL
 -
-12
- 2.14%
$796 - $890
550 $39.3K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
SELL
 -
-15
- 13.04%
$995 - $1.11K
100 $7.15K
Apr 21, 2025 Q1 2025
Spirit Of America Management Corp

SELL
 -
-19
- 0.69%
$1.26K - $1.41K
2.75K $197K
May 13, 2025 Q1 2025
Aptus Capital Advisors, LLC

SELL
 -
-20
- 4.59%
$1.33K - $1.48K
416 $29.7K
Apr 10, 2025 Q1 2025
Amplius Wealth Advisors, LLC

SELL
 -
-22
- 0.73%
$1.46K - $1.63K
2.98K $213K
Apr 22, 2025 Q1 2025
Prairie Wealth Advisors, Inc.

Omaha, NE
SELL
 -
-25
- 0.36%
$1.66K - $1.85K
6.85K $490K
May 06, 2025 Q1 2025
Assetmark, Inc

SELL
 -
-29
- 4.72%
$1.92K - $2.15K
585 $41.8K
Apr 28, 2025 Q1 2025
Capital Investment Counsel, Inc

SELL
 -
-49
- 0.86%
$3.25K - $3.63K
5.63K $403K
May 14, 2025 Q1 2025
Centaurus Financial, Inc.

SELL
 -
-78
- 0.91%
$5.17K - $5.79K
8.51K $608K
Apr 17, 2025 Q1 2025
Janney Montgomery Scott LLC

SELL
 -
-103
- 1.62%
$6.83K - $7.64K
6.27K $448K

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