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 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.31% |
$53.7 - $58.5
|
319
$22.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-7- 29.17% |
$376 - $409
|
17
$1.21K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-8- 0.02% |
$430 - $468
|
41K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19- 0.1% |
$1.02K - $1.11K
|
19.3K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21Closed |
$1.13K - $1.23K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-46Closed |
$2.47K - $2.69K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-60- 0.62% |
$3.22K - $3.51K
|
9.66K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77Closed |
$4.14K - $4.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-90- 1.08% |
$4.84K - $5.26K
|
8.28K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-100- 0.12% |
$5.37K - $5.85K
|
85.7K
$6.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-118- 2.72% |
$6.34K - $6.9K
|
4.21K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-120- 12.27% |
$6.45K - $7.02K
|
858
$61.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-165Closed |
$8.87K - $9.65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-170- 1.04% |
$9.13K - $9.94K
|
16.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-170- 3.02% |
$9.13K - $9.94K
|
5.46K
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175- 0.29% |
$9.4K - $10.2K
|
61K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-242- 1.34% |
$13K - $14.1K
|
17.8K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-283- 21.26% |
$15.2K - $16.5K
|
1.05K
$74.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-297Closed |
$16K - $17.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-299- 0.92% |
$16.1K - $17.5K
|
32.2K
$2.29M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-300Closed |
$16.1K - $17.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-368- 8.57% |
$19.8K - $21.5K
|
3.93K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-376- 1.61% |
$20.2K - $22K
|
22.9K
$1.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-400Closed |
$21.5K - $23.4K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-500- 55.56% |
$26.9K - $29.2K
|
400
$28.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-530- 4.31% |
$28.5K - $31K
|
11.8K
$839K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-540- 84.38% |
$29K - $31.6K
|
100
$7.13K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-573- 11.75% |
$30.8K - $33.5K
|
4.3K
$307K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-705- 1.58% |
$37.9K - $41.2K
|
44K
$3.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-784Closed |
$42.1K - $45.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-800- 19.65% |
$43K - $46.8K
|
3.27K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-832- 15.84% |
$44.7K - $48.6K
|
4.42K
$315K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-850- 3.49% |
$45.7K - $49.7K
|
23.5K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-877- 12.76% |
$47.1K - $51.3K
|
6K
$428K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.08K- 2.85% |
$57.8K - $62.9K
|
36.7K
$2.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.38K- 3.08% |
$74.4K - $80.9K
|
43.6K
$3.11M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 13.99% |
$85.3K - $92.9K
|
9.76K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.65K- 6.1% |
$88.8K - $96.6K
|
25.4K
$1.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.68K- 9.73% |
$90.5K - $98.5K
|
15.6K
$1.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.76K- 11.21% |
$94.7K - $103K
|
14K
$996K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.47K- 0.47% |
$133K - $144K
|
521K
$37.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.29K- 54.3% |
$177K - $192K
|
2.77K
$197K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.97KClosed |
$213K - $232K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.51KClosed |
$242K - $264K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.81K- 2.87% |
$258K - $281K
|
163K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.1KClosed |
$274K - $298K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.42K- 69.51% |
$291K - $317K
|
2.38K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.44K- 23.33% |
$292K - $318K
|
17.9K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.57KClosed |
$353K - $384K
|
0
$0
|