New England Capital Financial Advisors LLC Fidelity Covington Tr Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$15.73 - $18.94 $6,653 - $8,011	423 New	423 $8.42 Million

Others Institutions Holding FIDI

# of Institutions

Shares Held

1.75M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

430K
Shares

$8.57 Million
0.01% of portfolio
David Kennon Inc Sarasota, FL

381K
Shares

$7.6 Million
3.6% of portfolio
Kestra Advisory Services, LLC

194K
Shares

$3.88 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

103K
Shares

$2.06 Million
0.01% of portfolio
Beam Wealth Advisors, Inc.

82.7K
Shares

$1.65 Million
0.55% of portfolio

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About FIDELITY COVINGTON TR

Ticker FIDI
Sector ETFs
Industry ETFs

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