Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Fin (FNCL)
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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-287- 3.71% |
$18.1K - $21K
|
7.45K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 3.51% |
$19K - $22K
|
8.24K
$591K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-324- 0.94% |
$20.5K - $23.8K
|
34.3K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-337- 7.87% |
$21.3K - $24.7K
|
3.94K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-422- 10.74% |
$26.7K - $30.9K
|
3.51K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-477- 27.12% |
$30.1K - $35K
|
1.28K
$92K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-566- 9.51% |
$35.8K - $41.5K
|
5.38K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-587- 12.54% |
$37.1K - $43K
|
4.09K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-633- 4.7% |
$40K - $46.4K
|
12.8K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-697- 14.92% |
$44K - $51.1K
|
3.97K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-724- 2.43% |
$45.7K - $53.1K
|
29.1K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-866- 1.68% |
$54.7K - $63.5K
|
50.8K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.06K- 16.51% |
$66.8K - $77.5K
|
5.35K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.08K- 3.08% |
$68.2K - $79.1K
|
34K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.11K- 7.46% |
$70.1K - $81.3K
|
13.8K
$987K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.17K- 3.39% |
$74.2K - $86.1K
|
33.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.18K- 4.25% |
$74.2K - $86.1K
|
26.4K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.4K- 29.6% |
$88.7K - $103K
|
3.34K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.42K- 6.72% |
$89.8K - $104K
|
19.7K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.19K- 1.42% |
$138K - $160K
|
152K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-2.29K- 2.57% |
$145K - $168K
|
86.7K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.62K- 4.75% |
$165K - $192K
|
52.5K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 5.88% |
$192K - $222K
|
48.6K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.17K- 17.36% |
$200K - $233K
|
15.1K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.17K- 26.34% |
$264K - $306K
|
11.7K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.15K- 25.65% |
$388K - $451K
|
17.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.3K- 62.1% |
$775K - $899K
|
7.49K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.8K- 5.15% |
$875K - $1.01M
|
255K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.3K- 21.04% |
$1.92M - $2.22M
|
114K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.3K- 47.42% |
$1.98M - $2.29M
|
34.7K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-56.2K- 45.26% |
$3.55M - $4.12M
|
68K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-61.1K- 27.74% |
$3.86M - $4.48M
|
159K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.9K- 60.14% |
$4.42M - $5.12M
|
46.3K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-81.2K- 4.06% |
$5.13M - $5.95M
|
1.92M
$138M
|