Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.4K+ 4.54% |
$3.97M - $4.28M
|
1.97M
$142M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.7K+ 186.68% |
$3.01M - $3.25M
|
99.3K
$7.17M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40K+ 2257.7% |
$1.86M - $2.01M
|
41.8K
$3.02M
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32.5KNew |
$1.51M - $1.63M
|
32.5K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.5K+ 30.03% |
$1.23M - $1.33M
|
115K
$8.27M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.5K+ 3128.31% |
$1.19M - $1.28M
|
26.3K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.06M - $1.14M
|
22.8K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 70.7% |
$1.02M - $1.1M
|
53.1K
$3.83M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
19.6K+ 3.73% |
$910K - $982K
|
545K
$39.3M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
15.1K+ 36.77% |
$701K - $757K
|
56.1K
$4.05M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 8.98% |
$536K - $579K
|
140K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 6.85% |
$482K - $520K
|
162K
$11.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.56K+ 4.84% |
$445K - $480K
|
207K
$14.9M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.49K+ 2.47% |
$395K - $426K
|
353K
$25.4M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.9K+ 112.56% |
$367K - $396K
|
14.9K
$1.08M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.98K+ 26.63% |
$325K - $350K
|
33.2K
$2.4M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
6.27KNew |
$291K - $314K
|
6.27K
$452K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.23K+ 6.38% |
$290K - $312K
|
104K
$7.5M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.32KNew |
$247K - $267K
|
5.32K
$384K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.03KNew |
$234K - $252K
|
5.03K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.93K+ 57.58% |
$229K - $247K
|
13.5K
$973K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.69K+ 12.47% |
$218K - $235K
|
42.3K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.58KNew |
$213K - $230K
|
4.58K
$330K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.11K+ 3.59% |
$191K - $206K
|
119K
$8.56M
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.73K+ 8.86% |
$173K - $187K
|
45.8K
$3.31M
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.58K+ 2.86% |
$167K - $180K
|
129K
$9.29M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3K+ 6.03% |
$140K - $151K
|
52.8K
$3.81M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.89KNew |
$134K - $145K
|
2.89K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.87K+ 1.48% |
$134K - $144K
|
197K
$14.2M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.7K+ 1350.0% |
$126K - $135K
|
2.9K
$209K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 1.38% |
$111K - $120K
|
175K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.25K+ 39.0% |
$105K - $113K
|
8.02K
$579K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.94K+ 0.09% |
$90.2K - $97.3K
|
2.18M
$157M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 1.17% |
$80.4K - $86.8K
|
150K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67K+ 4.1% |
$77.5K - $83.7K
|
42.4K
$3.06M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.44K+ 9.32% |
$67K - $72.3K
|
16.9K
$1.22M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.41K+ 1.4% |
$65.5K - $70.7K
|
102K
$7.36M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
1.24K+ 4.67% |
$57.5K - $62.1K
|
27.7K
$2M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
999+ 17.31% |
$46.5K - $50.1K
|
6.77K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
761+ 67.89% |
$35.4K - $38.2K
|
1.88K
$136K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
662+ 7.01% |
$30.8K - $33.2K
|
10.1K
$730K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
628+ 2.33% |
$29.2K - $31.5K
|
27.6K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
582New |
$27.1K - $29.2K
|
582
$42K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
554+ 134.47% |
$25.8K - $27.8K
|
966
$69.7K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
460+ 1352.94% |
$21.4K - $23.1K
|
494
$35.7K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
438+ 6.96% |
$20.4K - $22K
|
6.73K
$486K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
409New |
$19K - $20.5K
|
409
$29.5K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
391+ 5.58% |
$18.2K - $19.6K
|
7.4K
$534K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
282New |
$13.1K - $14.2K
|
282
$20.4K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
255+ 0.73% |
$11.9K - $12.8K
|
35.2K
$2.54M
|