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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.37% |
$122 - $148
|
543
$40K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.2% |
$61.1 - $74
|
501
$36.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$61.1 - $74
|
3.87K
$285K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.7% |
$61.1 - $74
|
28
$2.06K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$61.1 - $74
|
733
$54K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$61.1 - $74
|
312
$23K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$61.1 - $74
|
417
$30.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4- 0.07% |
$244 - $296
|
5.97K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-16- 38.1% |
$977 - $1.18K
|
26
$1.92K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-20- 0.35% |
$1.22K - $1.48K
|
5.67K
$418K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29- 4.43% |
$1.77K - $2.15K
|
626
$46.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33- 48.53% |
$2.02K - $2.44K
|
35
$2.58K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-37- 0.5% |
$2.26K - $2.74K
|
7.43K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-51- 1.11% |
$3.12K - $3.78K
|
4.55K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-59- 22.1% |
$3.6K - $4.37K
|
208
$15.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-75- 2.56% |
$4.58K - $5.55K
|
2.86K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-94- 2.94% |
$5.74K - $6.96K
|
3.1K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-97- 67.36% |
$5.92K - $7.18K
|
47
$3.46K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-100- 6.56% |
$6.11K - $7.4K
|
1.43K
$105K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-107- 1.88% |
$6.54K - $7.92K
|
5.59K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-137- 23.42% |
$8.37K - $10.1K
|
448
$33K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-175- 4.29% |
$10.7K - $13K
|
3.9K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-178- 1.62% |
$10.9K - $13.2K
|
10.8K
$796K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-187- 2.19% |
$11.4K - $13.8K
|
8.34K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-199- 3.53% |
$12.2K - $14.7K
|
5.43K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-204- 4.98% |
$12.5K - $15.1K
|
3.89K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-267- 0.94% |
$16.3K - $19.8K
|
28.1K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-269- 5.25% |
$16.4K - $19.9K
|
4.85K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-277- 2.22% |
$16.9K - $20.5K
|
12.2K
$899K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-299- 8.7% |
$18.3K - $22.1K
|
3.14K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-300- 75.0% |
$18.3K - $22.2K
|
100
$7.37K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-319- 11.59% |
$19.5K - $23.6K
|
2.43K
$179K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-350- 9.18% |
$21.4K - $25.9K
|
3.46K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 88.83% |
$21.4K - $25.9K
|
44
$3.24K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-361- 11.73% |
$22K - $26.7K
|
2.72K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-396- 1.81% |
$24.2K - $29.3K
|
21.5K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-434- 5.67% |
$26.5K - $32.1K
|
7.22K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-450- 2.34% |
$27.5K - $33.3K
|
18.8K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-498- 13.33% |
$30.4K - $36.9K
|
3.24K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-524- 1.57% |
$32K - $38.8K
|
32.8K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-607- 2.27% |
$37.1K - $44.9K
|
26.1K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-664- 6.52% |
$40.6K - $49.2K
|
9.52K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-683- 4.95% |
$41.7K - $50.6K
|
13.1K
$967K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-693- 17.48% |
$42.3K - $51.3K
|
3.27K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-740- 18.2% |
$45.2K - $54.8K
|
3.33K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-774- 6.87% |
$47.3K - $57.3K
|
10.5K
$774K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-891- 23.09% |
$54.4K - $66K
|
2.97K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-916- 2.79% |
$55.9K - $67.8K
|
32K
$2.36M
|