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 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.99K+ 2.17% |
$161K - $175K
|
141K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.64K+ 153.85% |
$142K - $154K
|
4.36K
$311K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.38KNew |
$128K - $139K
|
2.38K
$170K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.02K+ 17.48% |
$108K - $118K
|
13.6K
$968K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.98KNew |
$106K - $116K
|
1.98K
$141K
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.97K+ 21.77% |
$106K - $115K
|
11K
$784K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.82K+ 10.62% |
$97.9K - $107K
|
19K
$1.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.69K+ 1.71% |
$90.8K - $98.8K
|
100K
$7.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.67K+ 8.96% |
$89.8K - $97.7K
|
20.3K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.46K+ 1.81% |
$78.4K - $85.3K
|
82K
$5.85M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.42K+ 7.15% |
$76K - $82.7K
|
21.2K
$1.51M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
1.3K+ 5.79% |
$69.6K - $75.8K
|
23.7K
$1.69M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$53.7K - $58.5K
|
1K
$71.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
858New |
$46.1K - $50.2K
|
858
$61.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
645+ 3.01% |
$34.7K - $37.7K
|
22.1K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
603+ 7.5% |
$32.4K - $35.3K
|
8.64K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
464+ 4.6% |
$24.9K - $27.1K
|
10.6K
$753K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
405New |
$21.8K - $23.7K
|
405
$28.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
402+ 1.88% |
$21.6K - $23.5K
|
21.8K
$1.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
402+ 2.99% |
$21.6K - $23.5K
|
13.8K
$986K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
401+ 1.0% |
$21.5K - $23.4K
|
40.4K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
345+ 2.65% |
$18.5K - $20.2K
|
13.3K
$952K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$16.1K - $17.5K
|
300
$21.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
292New |
$15.7K - $17.1K
|
292
$20.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
276New |
$14.8K - $16.1K
|
276
$19.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
274New |
$14.7K - $16K
|
274
$19.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
239+ 123.2% |
$12.8K - $14K
|
433
$30.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201+ 48.91% |
$10.8K - $11.8K
|
612
$43.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
107+ 46.32% |
$5.75K - $6.26K
|
338
$24.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
87+ 2.29% |
$4.67K - $5.09K
|
3.89K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
81+ 2.13% |
$4.35K - $4.74K
|
3.89K
$278K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
77+ 16.45% |
$4.14K - $4.5K
|
545
$38.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$3.98K - $4.33K
|
74
$5.28K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$3.65K - $3.98K
|
68
$4.85K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
61+ 0.49% |
$3.28K - $3.57K
|
12.6K
$900K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58New |
$3.12K - $3.39K
|
58
$4.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
35+ 0.62% |
$1.88K - $2.05K
|
5.7K
$407K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 0.4% |
$1.61K - $1.75K
|
7.58K
$541K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.31% |
$1.4K - $1.52K
|
8.44K
$602K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
23New |
$1.24K - $1.34K
|
23
$1.64K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.36% |
$860 - $936
|
4.44K
$317K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
16+ 0.39% |
$860 - $936
|
4.14K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.28% |
$591 - $643
|
3.95K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9+ 0.14% |
$484 - $526
|
6.27K
$448K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.1% |
$376 - $409
|
6.87K
$490K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.74% |
$107 - $117
|
273
$19.5K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$107 - $117
|
4.97K
$355K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.08% |
$53.7 - $58.5
|
1.31K
$93.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.09% |
$53.7 - $58.5
|
1.06K
$75.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.35% |
$53.7 - $58.5
|
288
$20.5K
|