Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
563+ 804.29% |
$24.8K - $30.3K
|
633
$45.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
554New |
$24.4K - $29.8K
|
554
$39.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
543+ 56.21% |
$23.9K - $29.2K
|
1.51K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
530New |
$23.3K - $28.5K
|
530
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
497+ 17.2% |
$21.9K - $26.7K
|
3.39K
$242K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
495New |
$21.8K - $26.6K
|
495
$35.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
485+ 224.54% |
$21.3K - $26.1K
|
701
$50K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
425New |
$18.7K - $22.9K
|
425
$30.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
405New |
$17.8K - $21.8K
|
405
$28.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
403+ 4.26% |
$17.7K - $21.7K
|
9.86K
$704K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 1.45% |
$15.1K - $18.4K
|
23.9K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
225+ 2.89% |
$9.9K - $12.1K
|
8.02K
$572K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
211+ 31.12% |
$9.29K - $11.4K
|
889
$63.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$7.97K - $9.74K
|
181
$12.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
154New |
$6.78K - $8.29K
|
154
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$6.6K - $8.07K
|
150
$10.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
145New |
$6.38K - $7.8K
|
145
$10.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
142+ 7.26% |
$6.25K - $7.64K
|
2.1K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105+ 1.55% |
$4.62K - $5.65K
|
6.88K
$491K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
75+ 1.72% |
$3.3K - $4.04K
|
4.43K
$316K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
75New |
$3.3K - $4.04K
|
75
$5.35K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73+ 1.37% |
$3.21K - $3.93K
|
5.39K
$385K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57+ 0.43% |
$2.51K - $3.07K
|
13.2K
$941K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37New |
$1.63K - $1.99K
|
37
$2.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
37+ 5.91% |
$1.63K - $1.99K
|
663
$47.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$1.06K - $1.29K
|
24
$1.71K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.42% |
$924 - $1.13K
|
5.06K
$361K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.07% |
$396 - $484
|
13.5K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$220 - $269
|
5
$357
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$176 - $215
|
13.8K
$987K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.67% |
$88 - $108
|
302
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$44 - $53.8
|
280
$20K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 2.0% |
$44 - $53.8
|
51
$3.64K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.83% |
$44 - $53.8
|
122
$8.7K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1+ 1.79% |
$44 - $53.8
|
57
$4.07K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.35% |
$44 - $53.8
|
285
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$44 - $53.8
|
236
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3- 0.05% |
$132 - $161
|
5.58K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 34.09% |
$660 - $807
|
29
$2.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.08% |
$968 - $1.18K
|
28K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30- 0.68% |
$1.32K - $1.61K
|
4.4K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41- 0.59% |
$1.8K - $2.21K
|
6.94K
$495K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-50- 0.2% |
$2.2K - $2.69K
|
24.4K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-50- 0.85% |
$2.2K - $2.69K
|
5.86K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-54- 18.0% |
$2.38K - $2.91K
|
246
$17.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 1.87% |
$4.4K - $5.38K
|
5.26K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-126- 0.36% |
$5.55K - $6.78K
|
34.8K
$2.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-145- 18.98% |
$6.38K - $7.8K
|
619
$44.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-146- 26.74% |
$6.43K - $7.86K
|
400
$28.5K
|