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 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
78K+ 10.38% |
$5.17M - $5.78M
|
829K
$61.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.8K- 27.55% |
$2.24M - $2.51M
|
88.9K
$6.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.4K- 7.01% |
$2.95M - $3.29M
|
589K
$43.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.39K- 64.83% |
$91.9K - $103K
|
752
$56K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.3K+ 118.05% |
$1.54M - $1.73M
|
43K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.7K- 77.84% |
$1.97M - $2.2M
|
8.45K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-65.4K- 3.4% |
$4.33M - $4.85M
|
1.85M
$138M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 4.23% |
$199 - $223
|
68
$5.06K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
140KNew |
$9.26M - $10.4M
|
140K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
731+ 24.69% |
$48.5K - $54.2K
|
3.69K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.8KNew |
$1.31M - $1.47M
|
19.8K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
219+ 14.34% |
$14.5K - $16.2K
|
1.75K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
719+ 27.42% |
$47.7K - $53.3K
|
3.34K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.3K+ 26.84% |
$4M - $4.47M
|
285K
$21.2M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.59K- 20.16% |
$172K - $192K
|
10.3K
$763K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.94KNew |
$195K - $218K
|
2.94K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 4.63% |
$1.92K - $2.15K
|
655
$48.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-239- 7.39% |
$15.8K - $17.7K
|
3K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.74K+ 18.41% |
$314K - $351K
|
30.5K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-311- 1.15% |
$20.6K - $23.1K
|
26.7K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.42KNew |
$161K - $180K
|
2.42K
$180K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.42K+ 2.86% |
$161K - $180K
|
87.1K
$6.48M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
156+ 3.49% |
$10.3K - $11.6K
|
4.63K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
348+ 10.27% |
$23.1K - $25.8K
|
3.74K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 5.69% |
$83.3K - $93.2K
|
23.3K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-652- 3.39% |
$43.2K - $48.4K
|
18.6K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17.9K- 82.48% |
$1.19M - $1.33M
|
3.81K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-29- 4.72% |
$1.92K - $2.15K
|
585
$43.5K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.86KNew |
$256K - $286K
|
3.86K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 7.39% |
$136K - $152K
|
29.8K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
113+ 2.03% |
$7.49K - $8.38K
|
5.69K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 4.49% |
$99.6K - $111K
|
35K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.41K+ 80.52% |
$226K - $253K
|
7.64K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
612+ 4.44% |
$40.6K - $45.4K
|
14.4K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-174- 5.31% |
$11.5K - $12.9K
|
3.1K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 3.31% |
$74.7K - $83.5K
|
32.9K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
73New |
$4.84K - $5.41K
|
73
$5.43K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-7.61K- 4.78% |
$504K - $564K
|
151K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$928 - $1.04K
|
14
$1.04K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24KNew |
$215K - $240K
|
3.24K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.32K - $2.6K
|
35
$2.61K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10K+ 77.19% |
$665K - $744K
|
23K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.29K+ 657.53% |
$417K - $466K
|
7.24K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
98+ 2.6% |
$6.5K - $7.27K
|
3.87K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
111KNew |
$7.37M - $8.24M
|
111K
$8.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.3% |
$796 - $890
|
3.97K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.89K+ 54.77% |
$126K - $140K
|
5.35K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
290+ 3.52% |
$19.2K - $21.5K
|
8.53K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
28+ 24.14% |
$1.86K - $2.08K
|
144
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
13.8KNew |
$915K - $1.02M
|
13.8K
$1.03M
|