Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
18KNew |
$1.32M - $1.39M
|
18K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99KNew |
$218K - $231K
|
2.99K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6KNew |
$189K - $200K
|
2.6K
$197K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.41K+ 31.88% |
$176K - $186K
|
9.97K
$756K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.32K+ 4.31% |
$169K - $179K
|
56.1K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 183.84% |
$114K - $120K
|
2.41K
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.52KNew |
$111K - $117K
|
1.52K
$115K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$77.2K - $81.8K
|
1.06K
$80.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
904+ 2.6% |
$65.9K - $69.8K
|
35.7K
$2.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
758+ 5.67% |
$55.3K - $58.5K
|
14.1K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 7.93% |
$23.1K - $24.5K
|
4.31K
$327K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
294+ 1.04% |
$21.4K - $22.7K
|
28.6K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65New |
$4.74K - $5.02K
|
65
$4.93K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
61+ 0.77% |
$4.45K - $4.71K
|
8.01K
$607K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 10.91% |
$4.37K - $4.63K
|
610
$46.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
25+ 1.03% |
$1.82K - $1.93K
|
2.46K
$186K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.14% |
$365 - $386
|
3.7K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-302- 3.13% |
$22K - $23.3K
|
9.33K
$707K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.07K- 10.22% |
$78.2K - $82.9K
|
9.42K
$714K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.51K- 4.67% |
$110K - $117K
|
30.9K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.9K- 83.9% |
$139K - $147K
|
365
$27.7K
|