Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
415KNew |
$22.3M - $24.3M
|
415K
$29.6M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
74.1K+ 18844.78% |
$3.98M - $4.33M
|
74.5K
$5.31M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
64K+ 12.58% |
$3.44M - $3.74M
|
573K
$40.9M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.8KNew |
$3M - $3.26M
|
55.8K
$3.98M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.1K+ 80.81% |
$2.96M - $3.22M
|
123K
$8.79M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.1K+ 36.78% |
$2.69M - $2.93M
|
186K
$13.3M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48.8KNew |
$2.62M - $2.85M
|
48.8K
$3.48M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
48K+ 26.25% |
$2.58M - $2.81M
|
231K
$16.5M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
43.7K+ 63.85% |
$2.35M - $2.56M
|
112K
$8.01M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
43.2KNew |
$2.32M - $2.53M
|
43.2K
$3.08M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41.7K+ 13.07% |
$2.24M - $2.44M
|
361K
$25.8M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
40.7K+ 191.77% |
$2.18M - $2.38M
|
61.9K
$4.41M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.3K+ 343.91% |
$2.11M - $2.3M
|
50.7K
$3.62M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.7K+ 9.34% |
$1.92M - $2.09M
|
418K
$29.8M
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
29.7KNew |
$1.6M - $1.74M
|
29.7K
$2.12M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27K+ 26.61% |
$1.45M - $1.58M
|
128K
$9.15M
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
24.3K+ 27.04% |
$1.31M - $1.42M
|
114K
$8.15M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.1K+ 19.13% |
$1.13M - $1.23M
|
131K
$9.37M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$1.1M - $1.2M
|
20.5K
$1.46M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 42.6% |
$977K - $1.06M
|
60.8K
$4.34M
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
15.2KNew |
$816K - $888K
|
15.2K
$1.08M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
14.6K+ 56.85% |
$785K - $854K
|
40.3K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.9KNew |
$748K - $814K
|
13.9K
$994K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.7KNew |
$739K - $804K
|
13.7K
$981K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 40.66% |
$719K - $783K
|
46.3K
$3.31M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9KNew |
$638K - $695K
|
11.9K
$848K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$583K - $634K
|
10.8K
$774K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$557K - $606K
|
10.4K
$740K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 10.9% |
$548K - $597K
|
104K
$7.41M
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.18KNew |
$493K - $537K
|
9.18K
$655K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.58KNew |
$407K - $443K
|
7.58K
$541K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.36KNew |
$396K - $431K
|
7.36K
$525K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.31K+ 16.89% |
$393K - $427K
|
50.6K
$3.61M
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
7.15K+ 57.77% |
$384K - $418K
|
19.5K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.83K+ 4.28% |
$367K - $399K
|
166K
$11.9M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.34KNew |
$341K - $371K
|
6.34K
$453K
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.13KNew |
$329K - $358K
|
6.13K
$437K
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.07KNew |
$326K - $355K
|
6.07K
$433K
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
5.32KNew |
$286K - $311K
|
5.32K
$380K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.3K+ 12.64% |
$285K - $310K
|
47.3K
$3.37M
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.11KNew |
$275K - $299K
|
5.11K
$365K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.65KNew |
$250K - $272K
|
4.65K
$332K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
4.39K+ 23.95% |
$236K - $257K
|
22.7K
$1.62M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 30.77% |
$220K - $239K
|
17.4K
$1.24M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.91K+ 13.66% |
$210K - $228K
|
32.5K
$2.32M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.73K+ 12.75% |
$200K - $218K
|
33K
$2.35M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.23K+ 2.79% |
$173K - $189K
|
119K
$8.49M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.11K+ 9.3% |
$167K - $182K
|
36.6K
$2.61M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.03K+ 9.4% |
$163K - $177K
|
35.3K
$2.52M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.01K+ 14.06% |
$162K - $176K
|
24.4K
$1.74M
|