Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Fin (FNCL)

FNCL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 2024. 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 07, 2025 Q4 2024
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
266K
+ 54.97%
$16.8M - $19.5M
751K $53.9M
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
250K
+ 65.02%
$15.8M - $18.3M
634K $45.5M
Jan 23, 2025 Q4 2024
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
205K
New
$13M - $15M
205K $14.7M
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
142K
+ 106.39%
$9M - $10.4M
276K $19.8M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
121K
+ 116.1%
$7.63M - $8.85M
225K $16.1M
Jan 15, 2025 Q4 2024
Procyon Advisors, LLC

BUY
 -
65.4K
New
$4.13M - $4.79M
65.4K $4.69M
Feb 11, 2025 Q4 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
56.7K
New
$3.58M - $4.15M
56.7K $4.07M
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
47.5K
+ 17.49%
$3M - $3.48M
319K $22.9M
Feb 14, 2025 Q4 2024
Kovitz Investment Group Partners, LLC

BUY
 -
41.8K
+ 21.94%
$2.64M - $3.07M
232K $16.7M
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
38.1K
New
$2.41M - $2.8M
38.1K $2.74M
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
32.1K
+ 1.41%
$2.03M - $2.35M
2.31M $165M
Feb 13, 2025 Q4 2024
Kdk Private Wealth Management, LLC

Houston, TX
BUY
 -
27K
New
$1.71M - $1.98M
27K $1.94M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
23.8K
New
$1.5M - $1.74M
23.8K $1.71M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
21K
+ 310.29%
$1.33M - $1.54M
27.8K $1.99M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
19.8K
New
$1.25M - $1.45M
19.8K $1.42M
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
BUY
 -
16.2K
+ 6.13%
$1.02M - $1.18M
280K $20.1M
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
16.1K
+ 12.71%
$1.02M - $1.18M
143K $10.2M
Feb 11, 2025 Q4 2024
Pks Advisory Services, LLC

Albany, NY
BUY
 -
13K
New
$823K - $955K
13K $935K
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
12K
+ 12.41%
$759K - $880K
109K $7.8M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
10.6K
+ 14.34%
$671K - $778K
84.6K $6.08M
Feb 12, 2025 Q4 2024
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
10.1K
New
$636K - $738K
10.1K $723K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
10K
New
$634K - $736K
10K $721K
Feb 14, 2025 Q4 2024
Blue Capital, Inc.

Omaha, NE
BUY
 -
8.45K
New
$534K - $619K
8.45K $606K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
8.44K
+ 27.25%
$533K - $619K
39.4K $2.83M
Feb 03, 2025 Q4 2024
Variant Private Wealth, LLC

Tysons, VA
BUY
 -
7.69K
New
$486K - $564K
7.69K $552K
Jan 27, 2025 Q4 2024
Tanager Wealth Management LLP

BUY
 -
7.32K
New
$463K - $537K
7.32K $526K
Jan 28, 2025 Q4 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
6.88K
New
$434K - $504K
6.88K $493K
Jan 24, 2025 Q4 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
6.84K
+ 13.25%
$432K - $501K
58.4K $4.19M
Feb 13, 2025 Q4 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.76K
+ 35.36%
$364K - $422K
22.1K $1.58M
Jan 13, 2025 Q4 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
4.77K
New
$301K - $350K
4.77K $342K
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

BUY
 -
4.47K
New
$283K - $328K
4.47K $321K
Feb 07, 2025 Q4 2024
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
4.38K
New
$277K - $321K
4.38K $314K
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.16K
New
$263K - $305K
4.16K $299K
Jan 22, 2025 Q4 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
4.02K
+ 18.49%
$254K - $294K
25.7K $1.85M
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
3.98K
+ 45.65%
$252K - $292K
12.7K $912K
Jan 14, 2025 Q4 2024
American National Bank

BUY
 -
3.84K
+ 158.78%
$243K - $282K
6.26K $449K
Feb 05, 2025 Q4 2024
Svb Wealth LLC

Boston, MA
BUY
 -
3.76K
New
$238K - $276K
3.76K $270K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.73K
New
$236K - $274K
3.73K $268K
Jan 15, 2025 Q4 2024
Smith, Salley & Associates

BUY
 -
3.58K
+ 7.35%
$226K - $263K
52.4K $3.76M
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
3.58K
+ 19.72%
$226K - $262K
21.7K $1.56M
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.46K
New
$218K - $253K
3.46K $248K
Jan 10, 2025 Q4 2024
Atlas Brown,Inc.

BUY
 -
3.42K
New
$216K - $251K
3.42K $246K
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
3.41K
New
$215K - $250K
3.41K $244K
Feb 13, 2025 Q4 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.4K
+ 36.56%
$215K - $249K
12.7K $911K
Feb 07, 2025 Q4 2024
Avantax Advisory Services, Inc.

BUY
 -
3.39K
New
$214K - $248K
3.39K $243K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
3.36K
New
$212K - $246K
3.36K $241K
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
3.27K
New
$207K - $240K
3.27K $235K
Jan 21, 2025 Q4 2024
Monte Financial Group, LLC

BUY
 -
3.26K
New
$206K - $239K
3.26K $234K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
3.24K
New
$205K - $237K
3.24K $232K

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