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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222K+ 9.65% |
$14.7M - $16.5M
|
2.53M
$181M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
140KNew |
$9.26M - $10.4M
|
140K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
111KNew |
$7.37M - $8.24M
|
111K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
78K+ 10.38% |
$5.17M - $5.78M
|
829K
$59.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.3K+ 26.84% |
$4M - $4.47M
|
285K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
48.7KNew |
$3.23M - $3.61M
|
48.7K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.2K+ 1346.34% |
$3.13M - $3.5M
|
50.8K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.1K+ 15.4% |
$2.86M - $3.19M
|
323K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.1K+ 27.44% |
$2.59M - $2.9M
|
182K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 35.18% |
$2.54M - $2.84M
|
147K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$2.24M - $2.5M
|
33.7K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.3K+ 33.96% |
$2.14M - $2.4M
|
128K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29.4K+ 844.71% |
$1.95M - $2.18M
|
32.9K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.3K+ 118.05% |
$1.54M - $1.73M
|
43K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.7K+ 78.43% |
$1.37M - $1.54M
|
47.2K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.8KNew |
$1.31M - $1.47M
|
19.8K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 40.77% |
$1.25M - $1.4M
|
65.2K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
18.4K+ 135.51% |
$1.22M - $1.37M
|
32K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6K+ 497.03% |
$1.1M - $1.23M
|
19.9K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
16.4K+ 129.22% |
$1.08M - $1.21M
|
29K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1KNew |
$1.06M - $1.19M
|
16.1K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
13.8KNew |
$915K - $1.02M
|
13.8K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 71.78% |
$848K - $949K
|
30.6K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$752K - $841K
|
11.3K
$812K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10K+ 77.19% |
$665K - $744K
|
23K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.71K+ 14.85% |
$644K - $720K
|
75.1K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.45K+ 113.38% |
$560K - $627K
|
15.9K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.98KNew |
$529K - $592K
|
7.98K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.03K+ 8.78% |
$466K - $521K
|
87.1K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7KNew |
$464K - $519K
|
7K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7KNew |
$464K - $519K
|
7K
$501K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.29K+ 657.53% |
$417K - $466K
|
7.24K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.18KNew |
$409K - $458K
|
6.18K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.74K+ 18.41% |
$314K - $351K
|
30.5K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.48K+ 141.55% |
$297K - $333K
|
7.65K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.42K+ 136.39% |
$293K - $327K
|
7.65K
$548K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.23K+ 132.89% |
$280K - $314K
|
7.41K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.86KNew |
$256K - $286K
|
3.86K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.82K+ 6.55% |
$254K - $284K
|
62.2K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.58K+ 14.6% |
$237K - $265K
|
28.1K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.48KNew |
$230K - $258K
|
3.48K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.41K+ 80.52% |
$226K - $253K
|
7.64K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$225K - $252K
|
3.4K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.37K+ 82.7% |
$223K - $250K
|
7.45K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24KNew |
$215K - $240K
|
3.24K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.19KNew |
$212K - $237K
|
3.19K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.02KNew |
$200K - $224K
|
3.02K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.97KNew |
$197K - $220K
|
2.97K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.94KNew |
$195K - $218K
|
2.94K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.91KNew |
$193K - $216K
|
2.91K
$208K
|