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 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.11K- 7.99% |
$68K - $82.4K
|
12.8K
$945K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.29K- 11.73% |
$78.7K - $95.4K
|
9.69K
$715K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.3K- 16.67% |
$79.4K - $96.3K
|
6.5K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 5.36% |
$85.2K - $103K
|
24.6K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.43K- 15.57% |
$87.2K - $106K
|
7.74K
$570K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.45K- 14.14% |
$88.6K - $107K
|
8.8K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 20.52% |
$95.7K - $116K
|
6.07K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.67K- 5.12% |
$102K - $123K
|
30.9K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.92K- 6.62% |
$117K - $142K
|
27.1K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 3.88% |
$118K - $142K
|
47.6K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 70.69% |
$125K - $151K
|
848
$62.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.05K- 10.35% |
$125K - $152K
|
17.8K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 63.33% |
$129K - $157K
|
1.23K
$90.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.24K- 18.77% |
$137K - $166K
|
9.71K
$716K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 9.86% |
$139K - $168K
|
20.8K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.31K- 69.75% |
$141K - $171K
|
1K
$73.7K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.11K- 19.57% |
$190K - $230K
|
12.8K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-3.13K- 2.07% |
$191K - $232K
|
148K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.35K- 3.77% |
$205K - $248K
|
85.6K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.36K- 1.36% |
$205K - $249K
|
245K
$18M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.42K- 46.09% |
$209K - $253K
|
4K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.15K- 59.21% |
$253K - $307K
|
2.86K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5K- 4.04% |
$306K - $370K
|
119K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.41K- 2.01% |
$391K - $474K
|
312K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.51K- 44.83% |
$398K - $482K
|
8.02K
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.77K- 22.36% |
$414K - $501K
|
23.5K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 32.72% |
$612K - $742K
|
20.6K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 49.24% |
$897K - $1.09M
|
15.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16K- 80.11% |
$975K - $1.18M
|
3.96K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 40.71% |
$1.07M - $1.3M
|
25.5K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.7K- 0.78% |
$1.2M - $1.46M
|
2.51M
$185M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.5K- 11.28% |
$1.25M - $1.52M
|
161K
$11.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-21.5K- 44.14% |
$1.31M - $1.59M
|
27.2K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.4K- 25.4% |
$1.8M - $2.18M
|
86.4K
$6.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34.3K- 1.85% |
$2.09M - $2.54M
|
1.82M
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.6K- 74.17% |
$2.3M - $2.79M
|
13.1K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.5K- 13.87% |
$2.41M - $2.93M
|
245K
$18.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-60.8K- 88.29% |
$3.71M - $4.5M
|
8.06K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-107K- 53.3% |
$6.55M - $7.94M
|
93.9K
$6.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-250K- 30.13% |
$15.3M - $18.5M
|
579K
$42.7M
|