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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 40.77% |
$1.25M - $1.4M
|
65.2K
$4.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38+ 0.42% |
$2.52K - $2.82K
|
9.14K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
568+ 8.75% |
$37.7K - $42.1K
|
7.06K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-49- 0.86% |
$3.25K - $3.63K
|
5.63K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
301New |
$20K - $22.3K
|
301
$22.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-412- 6.75% |
$27.3K - $30.6K
|
5.7K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-379- 9.04% |
$25.1K - $28.1K
|
3.81K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$66.3 - $74.2
|
311
$23.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
462+ 1.55% |
$30.6K - $34.3K
|
30.3K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.13K - $1.26K
|
17
$1.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-604- 12.66% |
$40K - $44.8K
|
4.17K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
178+ 1.65% |
$11.8K - $13.2K
|
11K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-230- 50.0% |
$15.2K - $17.1K
|
230
$17.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
300+ 300.0% |
$19.9K - $22.3K
|
400
$29.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
128New |
$8.49K - $9.49K
|
128
$9.53K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-12- 2.14% |
$796 - $890
|
550
$40.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$199 - $223
|
12.4K
$920K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.82K+ 6.55% |
$254K - $284K
|
62.2K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 3.13% |
$105K - $118K
|
49.2K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
59+ 0.42% |
$3.91K - $4.38K
|
14.2K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
740+ 22.73% |
$49.1K - $54.9K
|
4K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 0.36% |
$1.66K - $1.85K
|
6.85K
$510K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
112+ 1.11% |
$7.43K - $8.31K
|
10.2K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.02KNew |
$200K - $224K
|
3.02K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.57K+ 16.64% |
$104K - $116K
|
11K
$818K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-985- 0.48% |
$65.3K - $73.1K
|
204K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-19- 0.69% |
$1.26K - $1.41K
|
2.75K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
270+ 4.58% |
$17.9K - $20K
|
6.17K
$459K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.4% |
$133 - $148
|
500
$37.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-348- 4.59% |
$23.1K - $25.8K
|
7.24K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
671+ 2.1% |
$44.5K - $49.8K
|
32.6K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.29% |
$1.06K - $1.19K
|
5.48K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
32+ 0.42% |
$2.12K - $2.37K
|
7.72K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.3K+ 19.39% |
$85.9K - $96.1K
|
7.97K
$594K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
474New |
$31.4K - $35.2K
|
474
$35.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.68K+ 5.44% |
$111K - $124K
|
32.5K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
346New |
$22.9K - $25.7K
|
346
$25.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.73% |
$1.46K - $1.63K
|
2.98K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-563- 14.17% |
$37.3K - $41.8K
|
3.41K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 4.15% |
$144K - $162K
|
54.7K
$4.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-396- 3.4% |
$26.3K - $29.4K
|
11.3K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 17.15% |
$16.2K - $18.1K
|
1.18K
$87.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-331- 8.87% |
$21.9K - $24.6K
|
3.4K
$253K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$66.3 - $74.2
|
1.13K
$84.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$83K - $92.9K
|
1.25K
$93.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
292New |
$19.4K - $21.7K
|
292
$21.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 1.13% |
$82.5K - $95.7K
|
115K
$8.53M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.15K- 2.01% |
$72.7K - $84.4K
|
56.2K
$4.18M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-3.49K- 15.97% |
$221K - $256K
|
18.4K
$1.37M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 6.17% |
$1.2K - $1.39K
|
289
$21.5K
|
|