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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.68K- 3.86% |
$414K - $439K
|
141K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.26% |
$583 - $618
|
3.15K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.39% |
$9.55K - $10.1K
|
4K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-320- 10.33% |
$23.3K - $24.7K
|
2.78K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
600+ 133.93% |
$43.7K - $46.3K
|
1.05K
$77.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
945+ 13.93% |
$68.9K - $73K
|
7.73K
$574K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44K+ 10.36% |
$178K - $188K
|
25.9K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
15.3K+ 56.35% |
$1.12M - $1.18M
|
42.6K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 2.61% |
$163K - $173K
|
83.4K
$6.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-49- 1.8% |
$3.57K - $3.78K
|
2.67K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$219 - $232
|
12.4K
$918K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 46.24% |
$198K - $210K
|
8.58K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.96K- 36.62% |
$143K - $151K
|
3.39K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.14K+ 5.27% |
$302K - $320K
|
82.7K
$6.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.58% |
$1.9K - $2.01K
|
4.5K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 19.7% |
$80.3K - $85K
|
6.69K
$497K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.07K+ 12.49% |
$151K - $160K
|
18.6K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48K+ 34.85% |
$326K - $346K
|
17.3K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.25% |
$1.02K - $1.08K
|
5.51K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
275K+ 47.43% |
$20M - $21.2M
|
854K
$63.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.23K+ 5183.72% |
$163K - $172K
|
2.27K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
336+ 5.25% |
$24.5K - $25.9K
|
6.74K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 35.88% |
$2.46M - $2.61M
|
60.3K
$4.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$11.9K - $12.6K
|
7.12K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$72.9 - $77.2
|
734
$54.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
454+ 3.33% |
$33.1K - $35.1K
|
14.1K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.78K+ 10.54% |
$713K - $755K
|
103K
$7.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-36- 0.17% |
$2.62K - $2.78K
|
21.4K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-199- 3.66% |
$14.5K - $15.4K
|
5.23K
$389K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-81- 1.91% |
$5.91K - $6.26K
|
4.16K
$309K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$225K - $239K
|
3.09K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 47.66% |
$99.4K - $105K
|
4.22K
$314K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$802 - $850
|
3.12K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-135- 41.54% |
$9.84K - $10.4K
|
190
$14.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$510 - $541
|
3.58K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 8.93% |
$79.5K - $84.2K
|
11.1K
$825K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61K+ 24.47% |
$190K - $201K
|
13.3K
$986K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-324- 8.77% |
$23.6K - $25K
|
3.37K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-172- 2.22% |
$12.5K - $13.3K
|
7.58K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.58K- 16.28% |
$115K - $122K
|
8.13K
$604K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728- 11.32% |
$53.1K - $56.2K
|
5.7K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.3K - $96.7K
|
1.25K
$93K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 111.83% |
$344K - $365K
|
8.95K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.34K- 4.33% |
$97.6K - $103K
|
29.6K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
47+ 0.26% |
$3.43K - $3.63K
|
18.1K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11.5K+ 10.04% |
$838K - $888K
|
126K
$9.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
379+ 1.94% |
$27.6K - $29.3K
|
20K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
10.7K+ 3.58% |
$783K - $830K
|
310K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$729 - $772
|
10
$743
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.89K+ 1.31% |
$138K - $146K
|
146K
$10.9M
|
|