Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
784New |
$39.2K - $43.6K
|
784
$54.6K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
724+ 16.53% |
$36.2K - $40.3K
|
5.1K
$356K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644+ 6.81% |
$32.2K - $35.8K
|
10.1K
$703K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
640New |
$32K - $35.6K
|
640
$44.6K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
600+ 18.02% |
$30K - $33.4K
|
3.93K
$274K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
600New |
$30K - $33.4K
|
600
$41.8K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
550+ 7.05% |
$27.5K - $30.6K
|
8.35K
$582K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
527+ 12.12% |
$26.4K - $29.3K
|
4.88K
$340K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
411New |
$20.6K - $22.9K
|
411
$28.6K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
400New |
$20K - $22.3K
|
400
$27.9K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
368+ 1.77% |
$18.4K - $20.5K
|
21.2K
$1.48M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$15K - $16.7K
|
300
$20.9K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
211+ 2.69% |
$10.6K - $11.7K
|
8.04K
$560K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
205+ 1.2% |
$10.3K - $11.4K
|
17.3K
$1.21M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134+ 3.06% |
$6.7K - $7.45K
|
4.51K
$314K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
116New |
$5.8K - $6.45K
|
116
$8.08K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
103+ 2.44% |
$5.15K - $5.73K
|
4.33K
$302K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
96+ 0.22% |
$4.8K - $5.34K
|
44.7K
$3.11M
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
73+ 0.33% |
$3.65K - $4.06K
|
22.4K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
68+ 4.13% |
$3.4K - $3.78K
|
1.72K
$120K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 10.0% |
$3.1K - $3.45K
|
682
$47.5K
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
61+ 0.49% |
$3.05K - $3.39K
|
12.6K
$875K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
56+ 0.07% |
$2.8K - $3.12K
|
85.8K
$5.98M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46New |
$2.3K - $2.56K
|
46
$3.21K
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
40+ 0.32% |
$2K - $2.23K
|
12.4K
$862K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28+ 13.4% |
$1.4K - $1.56K
|
237
$16.5K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 14.12% |
$1.2K - $1.34K
|
194
$13.5K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.36% |
$800 - $890
|
4.43K
$309K
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
12+ 0.31% |
$600 - $668
|
3.94K
$274K
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6+ 0.04% |
$300 - $334
|
16.3K
$1.14M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.51% |
$100 - $111
|
393
$27.4K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.19% |
$100 - $111
|
1.06K
$73.7K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.43% |
$100 - $111
|
468
$32.6K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.08% |
$50 - $55.6
|
1.31K
$91.2K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.37% |
$50 - $55.6
|
271
$18.9K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.35% |
$50 - $55.6
|
287
$20K
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8- 25.0% |
$400 - $445
|
24
$1.67K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32Closed |
$1.6K - $1.78K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 30.63% |
$1.7K - $1.89K
|
77
$5.37K
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-40- 0.75% |
$2K - $2.23K
|
5.32K
$370K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-53- 1.22% |
$2.65K - $2.95K
|
4.29K
$299K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80Closed |
$4K - $4.45K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-122- 0.63% |
$6.1K - $6.79K
|
19.3K
$1.35M
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-125Closed |
$6.25K - $6.95K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-200- 18.18% |
$10K - $11.1K
|
900
$62.7K
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-210- 1.11% |
$10.5K - $11.7K
|
18.7K
$1.3M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-210- 4.9% |
$10.5K - $11.7K
|
4.07K
$284K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-273- 3.82% |
$13.7K - $15.2K
|
6.87K
$479K
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-288- 6.52% |
$14.4K - $16K
|
4.13K
$288K
|