Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.8K- 74.21% |
$77.8K - $94.5K
|
626
$42.1K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.92K- 25.37% |
$126K - $153K
|
8.59K
$577K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.01K- 8.27% |
$130K - $158K
|
33.4K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.1K- 95.52% |
$134K - $162K
|
145
$9.75K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.42K- 30.68% |
$147K - $179K
|
7.72K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.5K- 22.11% |
$151K - $184K
|
12.3K
$829K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.81K- 1.91% |
$164K - $200K
|
195K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.07K- 12.23% |
$176K - $214K
|
29.2K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 2.74% |
$179K - $217K
|
147K
$9.87M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.25K- 39.85% |
$183K - $223K
|
6.41K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.65K- 11.7% |
$201K - $244K
|
35.1K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.81K- 81.86% |
$251K - $305K
|
1.29K
$86.6K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.98K- 32.79% |
$258K - $314K
|
12.3K
$824K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.17K- 10.94% |
$267K - $324K
|
50.2K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.22K- 49.24% |
$268K - $326K
|
6.41K
$431K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.33K- 47.19% |
$273K - $332K
|
7.08K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.37K- 3.32% |
$318K - $387K
|
215K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.55K- 21.43% |
$413K - $501K
|
35K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.1K- 8.86% |
$436K - $530K
|
104K
$6.99M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-10.2K- 51.38% |
$439K - $534K
|
9.62K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 4.79% |
$442K - $537K
|
203K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-10.3K- 23.35% |
$446K - $542K
|
33.9K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 38.4% |
$451K - $548K
|
16.8K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.7K- 3.47% |
$506K - $615K
|
326K
$21.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 38.72% |
$591K - $718K
|
21.7K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.4K- 19.24% |
$621K - $754K
|
60.4K
$4.06M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 9.15% |
$714K - $867K
|
164K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18K- 46.69% |
$776K - $944K
|
20.5K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.3K- 44.68% |
$835K - $1.02M
|
23.9K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 38.7% |
$910K - $1.11M
|
33.4K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.6K- 68.91% |
$932K - $1.13M
|
9.74K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-24K- 89.92% |
$1.04M - $1.26M
|
2.69K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.9K- 29.5% |
$1.68M - $2.04M
|
92.9K
$6.25M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52K- 24.6% |
$2.25M - $2.73M
|
159K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.2K- 34.0% |
$2.3M - $2.79M
|
103K
$6.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-57K- 69.38% |
$2.46M - $2.99M
|
25.2K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73.6K- 36.31% |
$3.18M - $3.86M
|
129K
$8.68M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-75.3K- 64.54% |
$3.25M - $3.95M
|
41.4K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-85.5K- 49.69% |
$3.69M - $4.49M
|
86.5K
$5.82M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260K- 41.46% |
$11.2M - $13.7M
|
367K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-382K- 90.06% |
$16.5M - $20M
|
42.1K
$2.83M
|