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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-151- 3.18% |
$10K - $11.2K
|
4.6K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-174- 5.31% |
$11.5K - $12.9K
|
3.1K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-202- 1.47% |
$13.4K - $15K
|
13.6K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-205- 11.85% |
$13.6K - $15.2K
|
1.53K
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-230- 50.0% |
$15.2K - $17.1K
|
230
$16.4K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-239- 7.39% |
$15.8K - $17.7K
|
3K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 17.15% |
$16.2K - $18.1K
|
1.18K
$84.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250Closed |
$16.6K - $18.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-265- 4.92% |
$17.6K - $19.7K
|
5.12K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 8.54% |
$17.9K - $20K
|
2.89K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-271- 0.81% |
$18K - $20.1K
|
33.3K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-285- 8.48% |
$18.9K - $21.1K
|
3.08K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-311- 1.15% |
$20.6K - $23.1K
|
26.7K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-317- 30.22% |
$21K - $23.5K
|
732
$52.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-331- 4.24% |
$21.9K - $24.6K
|
7.47K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-331- 8.87% |
$21.9K - $24.6K
|
3.4K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-348- 4.59% |
$23.1K - $25.8K
|
7.24K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-379- 9.04% |
$25.1K - $28.1K
|
3.81K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-396- 3.4% |
$26.3K - $29.4K
|
11.3K
$806K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-412- 6.75% |
$27.3K - $30.6K
|
5.7K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-560- 2.83% |
$37.1K - $41.5K
|
19.3K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-563- 14.17% |
$37.3K - $41.8K
|
3.41K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-604- 12.66% |
$40K - $44.8K
|
4.17K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-652- 3.39% |
$43.2K - $48.4K
|
18.6K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-656- 88.53% |
$43.5K - $48.7K
|
85
$6.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-660- 1.93% |
$43.8K - $49K
|
33.6K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-764- 2.63% |
$50.7K - $56.7K
|
28.3K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-985- 0.48% |
$65.3K - $73.1K
|
204K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.31% |
$74.7K - $83.5K
|
32.9K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.39K- 64.83% |
$91.9K - $103K
|
752
$53.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 3.13% |
$105K - $118K
|
49.2K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-2.03K- 1.33% |
$135K - $151K
|
151K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.22K- 0.69% |
$147K - $165K
|
319K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.59K- 20.16% |
$172K - $192K
|
10.3K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.1K- 24.41% |
$206K - $230K
|
9.6K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.02K- 2.75% |
$465K - $521K
|
248K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-7.61K- 4.78% |
$504K - $564K
|
151K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17.9K- 82.48% |
$1.19M - $1.33M
|
3.81K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-27K- 8.46% |
$1.79M - $2M
|
292K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 79.88% |
$1.84M - $2.05M
|
6.98K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.9K- 18.38% |
$1.85M - $2.07M
|
124K
$8.86M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.7K- 77.84% |
$1.97M - $2.2M
|
8.45K
$604K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.8K- 27.55% |
$2.24M - $2.51M
|
88.9K
$6.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.4K- 7.01% |
$2.95M - $3.29M
|
589K
$42.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-61.8K- 45.52% |
$4.1M - $4.58M
|
73.9K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-65.4K- 3.4% |
$4.33M - $4.85M
|
1.85M
$133M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.2K- 27.22% |
$4.99M - $5.58M
|
201K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-143K- 61.49% |
$9.47M - $10.6M
|
89.5K
$6.4M
|