Latest Institutional Purchases of Fidelity Covington Tr Msci Fin (FNCL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
126K+ 141.1% |
$7.71M - $9.35M
|
216K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
94.9KNew |
$5.8M - $7.03M
|
94.9K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
83.2KNew |
$5.08M - $6.16M
|
83.2K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80.2K+ 139.89% |
$4.9M - $5.94M
|
138K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.8K+ 120.41% |
$3.47M - $4.21M
|
104K
$7.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 3394.4% |
$3.37M - $4.09M
|
56.8K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
39.5K+ 52.56% |
$2.41M - $2.92M
|
115K
$8.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
36.8K+ 114.74% |
$2.25M - $2.72M
|
68.8K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.9K+ 44.27% |
$1.76M - $2.14M
|
94.1K
$6.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
28.3KNew |
$1.73M - $2.1M
|
28.3K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
25.2K+ 347.47% |
$1.54M - $1.86M
|
32.4K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.8KNew |
$1.08M - $1.31M
|
17.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 17.38% |
$925K - $1.12M
|
102K
$7.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.3K+ 168.7% |
$871K - $1.06M
|
22.7K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.9K+ 33.16% |
$850K - $1.03M
|
55.9K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.55K+ 7.49% |
$583K - $707K
|
137K
$10.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.91K+ 2.76% |
$544K - $660K
|
332K
$24.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.76KNew |
$535K - $648K
|
8.76K
$645K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
7.33K+ 2.51% |
$448K - $543K
|
300K
$22.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.83K+ 127.71% |
$417K - $506K
|
12.2K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.44K+ 1.09% |
$393K - $477K
|
596K
$43.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.4KNew |
$391K - $474K
|
6.4K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
6.11KNew |
$373K - $452K
|
6.11K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
5.94K+ 70.32% |
$363K - $440K
|
14.4K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.66K+ 6.5% |
$346K - $419K
|
92.7K
$6.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.06K+ 52.51% |
$309K - $375K
|
14.7K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
4.74K+ 3.39% |
$289K - $351K
|
144K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.69KNew |
$287K - $347K
|
4.69K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.6K+ 6.22% |
$281K - $340K
|
78.5K
$5.79M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.24K+ 12.87% |
$259K - $314K
|
37.2K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.23KNew |
$258K - $313K
|
4.23K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.16K+ 47.86% |
$254K - $308K
|
12.8K
$947K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.76KNew |
$230K - $279K
|
3.76K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.58KNew |
$219K - $265K
|
3.58K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87KNew |
$175K - $212K
|
2.87K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.51K+ 8.22% |
$153K - $185K
|
33K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5K+ 35.71% |
$153K - $185K
|
9.5K
$700K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 72.65% |
$151K - $183K
|
5.87K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.42K+ 34.23% |
$148K - $179K
|
9.47K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.4K+ 14.95% |
$147K - $178K
|
18.5K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.28K+ 20.55% |
$139K - $169K
|
13.4K
$985K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.16K+ 6.17% |
$132K - $160K
|
37.1K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.15K+ 46.48% |
$131K - $159K
|
6.78K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.98K+ 406.57% |
$121K - $147K
|
2.47K
$182K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.95K+ 12.14% |
$119K - $145K
|
18K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 3.62% |
$109K - $132K
|
50.9K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.77K+ 23.83% |
$108K - $131K
|
9.22K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.58K+ 0.77% |
$96.4K - $117K
|
206K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.5K+ 28.4% |
$91.3K - $111K
|
6.76K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.39K+ 4.97% |
$85.1K - $103K
|
29.5K
$2.17M
|