Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.09K+ 283.9% |
$66.8K - $80.9K
|
1.48K
$109K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.01K+ 5.43% |
$61.6K - $74.7K
|
19.6K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
984+ 11.28% |
$60.1K - $72.9K
|
9.71K
$716K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
942+ 15.27% |
$57.5K - $69.7K
|
7.11K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
922+ 1.48% |
$56.3K - $68.3K
|
63.2K
$4.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
892+ 1.63% |
$54.5K - $66K
|
55.5K
$4.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
889New |
$54.3K - $65.8K
|
889
$65.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
812+ 203.0% |
$49.6K - $60.1K
|
1.21K
$89.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
790+ 6.17% |
$48.3K - $58.5K
|
13.6K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
780+ 12.63% |
$47.6K - $57.8K
|
6.96K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
713+ 1.34% |
$43.6K - $52.8K
|
53.8K
$3.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
700New |
$42.8K - $51.8K
|
700
$51.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
672+ 2.07% |
$41K - $49.8K
|
33.2K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
584+ 2.5% |
$35.7K - $43.2K
|
23.9K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
569+ 8.14% |
$34.8K - $42.1K
|
7.56K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
530+ 5.23% |
$32.4K - $39.2K
|
10.7K
$786K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
510+ 5.06% |
$31.2K - $37.8K
|
10.6K
$781K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
499+ 5.46% |
$30.5K - $36.9K
|
9.64K
$710K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$28K - $34K
|
459
$33.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
362New |
$22.1K - $26.8K
|
362
$26.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
346New |
$21.1K - $25.6K
|
346
$25.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
317+ 10.9% |
$19.4K - $23.5K
|
3.22K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
313+ 3.93% |
$19.1K - $23.2K
|
8.29K
$611K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
294+ 3.84% |
$18K - $21.8K
|
7.94K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
246+ 6.16% |
$15K - $18.2K
|
4.24K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
223+ 14.13% |
$13.6K - $16.5K
|
1.8K
$133K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
195+ 2.85% |
$11.9K - $14.4K
|
7.05K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
161+ 2.57% |
$9.83K - $11.9K
|
6.43K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
107+ 2.81% |
$6.54K - $7.92K
|
3.91K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
97+ 0.59% |
$5.92K - $7.18K
|
16.6K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
93+ 0.69% |
$5.68K - $6.89K
|
13.6K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75New |
$4.58K - $5.55K
|
75
$5.53K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 3.32% |
$3.54K - $4.29K
|
1.8K
$133K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
51+ 1.15% |
$3.12K - $3.78K
|
4.47K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
49New |
$2.99K - $3.63K
|
49
$3.61K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.22% |
$2.99K - $3.63K
|
4.05K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48New |
$2.93K - $3.55K
|
48
$3.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 1.29% |
$2.87K - $3.48K
|
3.69K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
43New |
$2.63K - $3.18K
|
43
$3.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38+ 345.45% |
$2.32K - $2.81K
|
49
$3.61K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
27+ 0.35% |
$1.65K - $2K
|
7.75K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.87% |
$1.59K - $1.93K
|
3K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.28% |
$1.22K - $1.48K
|
7.26K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.27% |
$916 - $1.11K
|
5.5K
$405K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$733 - $888
|
3.11K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.33% |
$611 - $740
|
3.01K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.22% |
$489 - $592
|
3.58K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6+ 0.15% |
$366 - $444
|
4.05K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.08% |
$183 - $222
|
3.7K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$183 - $222
|
12.4K
$911K
|