Latest Institutional Transactions on Fidelity Covington Tr Msci Fin (FNCL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.68K+ 22.44% |
$111K - $125K
|
9.17K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-271- 0.81% |
$18K - $20.1K
|
33.3K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.18KNew |
$409K - $458K
|
6.18K
$460K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-265- 4.92% |
$17.6K - $19.7K
|
5.12K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.7K+ 78.43% |
$1.37M - $1.54M
|
47.2K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.97KNew |
$197K - $220K
|
2.97K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.91KNew |
$193K - $216K
|
2.91K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.2K- 27.22% |
$4.99M - $5.58M
|
201K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.22K- 0.69% |
$147K - $165K
|
319K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
108+ 0.78% |
$7.16K - $8.01K
|
13.9K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 33.96% |
$2.14M - $2.4M
|
128K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.59K+ 19.79% |
$106K - $118K
|
9.64K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$752K - $841K
|
11.3K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-15- 13.04% |
$995 - $1.11K
|
100
$7.44K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-151- 3.18% |
$10K - $11.2K
|
4.6K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.7K- 79.88% |
$1.84M - $2.05M
|
6.98K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7KNew |
$464K - $519K
|
7K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$3.71K - $4.15K
|
56
$4.17K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78- 0.91% |
$5.17K - $5.79K
|
8.51K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250Closed |
$16.6K - $18.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$2.24M - $2.5M
|
33.7K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.2K+ 1346.34% |
$3.13M - $3.5M
|
50.8K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-764- 2.63% |
$50.7K - $56.7K
|
28.3K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.1K- 24.41% |
$206K - $230K
|
9.6K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.02K- 2.75% |
$465K - $521K
|
248K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-656- 88.53% |
$43.5K - $48.7K
|
85
$6.33K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
82+ 2.07% |
$5.44K - $6.08K
|
4.05K
$301K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.4K+ 844.71% |
$1.95M - $2.18M
|
32.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
96New |
$6.36K - $7.12K
|
96
$7.15K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.1K+ 27.44% |
$2.59M - $2.9M
|
182K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-317- 30.22% |
$21K - $23.5K
|
732
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-143K- 61.49% |
$9.47M - $10.6M
|
89.5K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-61.8K- 45.52% |
$4.1M - $4.58M
|
73.9K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11New |
$729 - $816
|
11
$819
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$66.3 - $74.2
|
4.09K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-560- 2.83% |
$37.1K - $41.5K
|
19.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 10.16% |
$9.95K - $11.1K
|
1.63K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.9K- 18.38% |
$1.85M - $2.07M
|
124K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$66.3 - $74.2
|
1
$74.4
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
186+ 4.39% |
$12.3K - $13.8K
|
4.42K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.58K+ 14.6% |
$237K - $265K
|
28.1K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 4.59% |
$1.33K - $1.48K
|
416
$31K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
16.4K+ 129.22% |
$1.08M - $1.21M
|
29K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
64+ 0.26% |
$4.24K - $4.75K
|
24.8K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.19KNew |
$212K - $237K
|
3.19K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 35.18% |
$2.54M - $2.84M
|
147K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-202- 1.47% |
$13.4K - $15K
|
13.6K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.48KNew |
$230K - $258K
|
3.48K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1KNew |
$1.06M - $1.19M
|
16.1K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 8.98% |
$89.9K - $101K
|
16.5K
$1.23M
|