Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI FIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$51K - $59.6K
|
1.01K
$70.4K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1K+ 5882.35% |
$50.5K - $59K
|
1.02K
$70.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
990+ 0.99% |
$50K - $58.4K
|
101K
$7.07M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
976+ 0.69% |
$49.3K - $57.6K
|
142K
$9.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
946+ 1.15% |
$47.8K - $55.8K
|
83K
$5.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
944+ 2.86% |
$47.7K - $55.7K
|
33.9K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
909+ 148.53% |
$45.9K - $53.6K
|
1.52K
$106K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
800+ 200.0% |
$40.4K - $47.2K
|
1.2K
$83.6K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
794+ 18.23% |
$40.1K - $46.8K
|
5.15K
$359K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
743New |
$37.6K - $43.8K
|
743
$51.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
739+ 9.75% |
$37.3K - $43.6K
|
8.32K
$580K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
728+ 2.06% |
$36.8K - $42.9K
|
36K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
672+ 2.55% |
$34K - $39.6K
|
27K
$1.88M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
601+ 205.82% |
$30.4K - $35.4K
|
893
$62.2K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
557+ 12.94% |
$28.2K - $32.8K
|
4.86K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
536+ 3.01% |
$27.1K - $31.6K
|
18.3K
$1.28M
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
532+ 2.25% |
$26.9K - $31.4K
|
24.2K
$1.69M
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
405+ 7.11% |
$20.5K - $23.9K
|
6.11K
$425K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
400New |
$20.2K - $23.6K
|
400
$27.9K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 55.05% |
$15.2K - $17.7K
|
845
$58.9K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
297New |
$15K - $17.5K
|
297
$20.7K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
289New |
$14.6K - $17K
|
289
$20.1K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
266New |
$13.4K - $15.7K
|
266
$18.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
225+ 1.44% |
$11.4K - $13.3K
|
15.9K
$1.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
221+ 0.74% |
$11.2K - $13K
|
30K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
219+ 2.24% |
$11.1K - $12.9K
|
9.98K
$695K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
178+ 0.44% |
$9K - $10.5K
|
40.6K
$2.83M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
174+ 0.4% |
$8.79K - $10.3K
|
43.4K
$3.02M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
120+ 13.99% |
$6.06K - $7.08K
|
978
$68.1K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
112New |
$5.66K - $6.6K
|
112
$7.8K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
78+ 19.75% |
$3.94K - $4.6K
|
473
$33K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
76+ 1.94% |
$3.84K - $4.48K
|
4K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
74New |
$3.74K - $4.36K
|
74
$5.16K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
62+ 0.49% |
$3.13K - $3.66K
|
12.7K
$883K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
54New |
$2.73K - $3.18K
|
54
$3.76K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
54+ 9.82% |
$2.73K - $3.18K
|
604
$42.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
44+ 13.02% |
$2.22K - $2.59K
|
382
$26.6K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$1.97K - $2.3K
|
39
$2.72K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 0.4% |
$1.52K - $1.77K
|
7.61K
$530K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
26+ 0.49% |
$1.31K - $1.53K
|
5.35K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25+ 0.64% |
$1.26K - $1.47K
|
3.92K
$273K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 0.38% |
$859 - $1K
|
4.46K
$311K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
16New |
$809 - $944
|
16
$1.11K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9New |
$455 - $531
|
9
$627
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8+ 0.13% |
$404 - $472
|
6.28K
$438K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$50.5 - $59
|
274
$19.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.35% |
$50.5 - $59
|
289
$20.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5- 0.07% |
$253 - $295
|
6.77K
$471K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-17Closed |
$859 - $1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18- 7.59% |
$910 - $1.06K
|
219
$15.3K
|