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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-46Closed |
$1.55K - $1.94K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.9KClosed |
$64K - $80K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-774Closed |
$26.1K - $32.7K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
691New |
$23.3K - $29.2K
|
691
$49.1K
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-108Closed |
$3.65K - $4.56K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-33.2KClosed |
$1.12M - $1.4M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-212- 51.46% |
$7.16K - $8.95K
|
200
$14.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
164+ 1.28% |
$5.26K - $5.9K
|
13K
$925K
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-345Closed |
$11.1K - $12.4K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$32.1 - $36
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-6.11KClosed |
$196K - $220K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-315Closed |
$10.1K - $11.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 17, 2024
Q2 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-326Closed |
$8.95K - $12.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.84KClosed |
$133K - $185K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-235Closed |
$6.45K - $8.97K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-82Closed |
$2.25K - $3.13K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-21.2KClosed |
$582K - $809K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.3KClosed |
$63.1K - $87.7K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-7.72KClosed |
$212K - $295K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.01KClosed |
$192K - $268K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 28, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.06KNew |
$200K - $363K
|
8.06K
$572K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11KNew |
$27.6K - $50.2K
|
1.11K
$79K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-270Closed |
$6.7K - $12.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.87KClosed |
$46.3K - $84.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-51Closed |
$1.27K - $2.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-33Closed |
$819 - $1.49K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.57KClosed |
$138K - $251K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-371Closed |
$9.2K - $16.7K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.66KClosed |
$116K - $210K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.04KClosed |
$150K - $272K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
285New |
$7.07K - $12.8K
|
285
$20.2K
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-22KClosed |
$546K - $993K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2020
Q4 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-245Closed |
$9.51K - $11K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100Closed |
$3.88K - $4.48K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-68.6KClosed |
$2.66M - $3.07M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.39KClosed |
$209K - $241K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.53KClosed |
$215K - $247K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$425K - $436K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.04MClosed |
$82.7M - $84.7M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-60.8KClosed |
$2.46M - $2.52M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-130KClosed |
$5.25M - $5.38M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.7KClosed |
$514K - $527K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
$304K - $311K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-59.5KClosed |
$2.41M - $2.47M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Mar 11, 2024
Q2 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.07KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-222Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2020
Q1 2019
|
Archer Investment Corp
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|