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 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
484+ 6.85% |
$20.9K - $24.7K
|
7.55K
$562K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-200Closed |
$8.62K - $10.2K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-112Closed |
$4.89K - $6.05K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-5.35KClosed |
$233K - $289K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-297Closed |
$13K - $16K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-131K- 99.89% |
$5.72M - $7.08M
|
144
$10.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-415- 87.74% |
$18.1K - $22.4K
|
58
$4.32K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.2KClosed |
$531K - $657K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.3KNew |
$710K - $879K
|
16.3K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.67KClosed |
$204K - $252K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5KClosed |
$460K - $569K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-415- 94.32% |
$18.1K - $22.4K
|
25
$1.86K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.32KClosed |
$363K - $450K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-135Closed |
$5.89K - $7.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-68.5KClosed |
$2.99M - $3.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$19.6K - $24.3K
|
450
$33.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-6.67KClosed |
$291K - $361K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-558- 57.06% |
$24.4K - $30.2K
|
420
$31.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.92K- 8.17% |
$83.8K - $104K
|
21.6K
$1.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$50.5K - $62.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.57K- 8.23% |
$156K - $193K
|
39.8K
$2.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-197K- 99.89% |
$8.58M - $10.6M
|
211
$15.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$1.7K - $2.11K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-54Closed |
$2.36K - $2.92K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.46KClosed |
$276K - $322K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.5KClosed |
$126K - $147K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-6KClosed |
$303K - $354K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.3KClosed |
$975K - $1.14M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-231KClosed |
$11.7M - $13.6M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-17Closed |
$859 - $1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.38KClosed |
$120K - $140K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.34KClosed |
$321K - $374K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-44KClosed |
$2.22M - $2.59M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
5.42K+ 228.01% |
$274K - $320K
|
7.8K
$581K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
743New |
$37.6K - $43.8K
|
743
$55.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-650- 91.55% |
$32.9K - $38.3K
|
60
$4.47K
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6.07KClosed |
$307K - $358K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-300Closed |
$16.1K - $17.5K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$53.7K - $58.5K
|
1K
$74.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-46Closed |
$2.47K - $2.69K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-297Closed |
$16K - $17.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-165Closed |
$8.87K - $9.65K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-784Closed |
$42.1K - $45.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.13KNew |
$329K - $358K
|
6.13K
$456K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.97KClosed |
$213K - $232K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-21Closed |
$1.13K - $1.23K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.57KClosed |
$353K - $384K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.1KClosed |
$1.83M - $2M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.65KNew |
$250K - $272K
|
4.65K
$346K
|
|