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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.55K - $1.89K
|
36
$2.68K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
29New |
$1.25K - $1.52K
|
29
$2.16K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
11+ 0.17% |
$475 - $577
|
6.32K
$471K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
43.8KNew |
$1.9M - $2.24M
|
43.8K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
10.7K+ 46.95% |
$463K - $549K
|
33.5K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.56KNew |
$327K - $387K
|
7.56K
$563K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$229K - $271K
|
5.3K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$199K - $236K
|
4.61K
$343K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.5KNew |
$195K - $230K
|
4.5K
$335K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.34KNew |
$188K - $222K
|
4.34K
$323K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.29KNew |
$185K - $220K
|
4.29K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 250.0% |
$43.2K - $51.2K
|
1.4K
$104K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700New |
$30.3K - $35.8K
|
700
$52.1K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
618New |
$26.7K - $31.6K
|
618
$46K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
478New |
$20.7K - $24.5K
|
478
$35.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
280New |
$12.1K - $14.3K
|
280
$20.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259New |
$11.2K - $13.3K
|
259
$19.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
103New |
$4.45K - $5.27K
|
103
$7.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
99New |
$4.28K - $5.07K
|
99
$7.37K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
75New |
$3.24K - $3.84K
|
75
$5.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
52New |
$2.25K - $2.66K
|
52
$3.87K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23New |
$995 - $1.18K
|
23
$1.71K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.54% |
$86.5 - $102
|
371
$27.6K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
46.3KNew |
$1.99M - $2.36M
|
46.3K
$3.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
19.6KNew |
$844K - $1M
|
19.6K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.07KNew |
$218K - $259K
|
5.07K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.65KNew |
$157K - $186K
|
3.65K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
484+ 6.85% |
$20.9K - $24.7K
|
7.55K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200New |
$8.62K - $10.2K
|
200
$14.9K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
41New |
$1.77K - $2.09K
|
41
$3.05K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.3KNew |
$710K - $879K
|
16.3K
$1.21M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$19.6K - $24.3K
|
450
$33.5K
|
|
| Q1 2022 | |||||||
|
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
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
6.13KNew |
$329K - $358K
|
6.13K
$456K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.65KNew |
$250K - $272K
|
4.65K
$346K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$53.7K - $58.5K
|
1K
$74.4K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.8KNew |
$340K - $378K
|
6.8K
$506K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$105K - $117K
|
2.1K
$156K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
600+ 18.02% |
$30K - $33.4K
|
3.93K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
116New |
$5.8K - $6.45K
|
116
$8.64K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 10.53% |
$198 - $219
|
42
$3.13K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
728New |
$30.3K - $36.6K
|
728
$54.2K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
691New |
$23.3K - $29.2K
|
691
$51.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
207New |
$6.99K - $8.74K
|
207
$15.4K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
164+ 1.28% |
$5.26K - $5.9K
|
13K
$969K
|
|
| Q1 2020 | |||||||
|
Mar 28, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.06KNew |
$200K - $363K
|
8.06K
$600K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11KNew |
$27.6K - $50.2K
|
1.11K
$82.9K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
285New |
$7.07K - $12.8K
|
285
$21.2K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
71.4KNew |
N/A
|
71.4K
$5.31M
|
|