Foundations Investment Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-41,837 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	41,837 New	41,837 $1.69 Million

Others Institutions Holding FNCL

# of Institutions

279

Shares Held

12.1M

Call Options Held

11.4K

Put Options Held

1.1K

Lido Advisors, LLC Los Angeles, CA

2.51M
Shares

$191 Million
0.72% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.82M
Shares

$139 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

596K
Shares

$45.4 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

579K
Shares

$44.1 Million
0.21% of portfolio
Morgan Stanley New York, NY

332K
Shares

$25.3 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI FIN

Ticker FNCL
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