Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
272KNew |
$15.7M - $17.5M
|
272K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
220KNew |
$12.7M - $14.2M
|
220K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
190K+ 64.57% |
$11M - $12.3M
|
485K
$33.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
81.9KNew |
$4.73M - $5.29M
|
81.9K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 36.44% |
$2.06M - $2.31M
|
134K
$9.33M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35.1KNew |
$2.03M - $2.27M
|
35.1K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 5.95% |
$1.24M - $1.39M
|
384K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 341.34% |
$1.07M - $1.2M
|
24K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$1.05M - $1.18M
|
18.3K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$1.05M - $1.17M
|
18.1K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.9K+ 13.26% |
$917K - $1.03M
|
136K
$9.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.5KNew |
$780K - $873K
|
13.5K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 19.23% |
$689K - $771K
|
74K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 4.26% |
$621K - $695K
|
263K
$18.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.5KNew |
$548K - $614K
|
9.5K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.55K+ 12.35% |
$493K - $552K
|
77.8K
$5.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
8.23K+ 20.29% |
$475K - $531K
|
48.8K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6.23K+ 269.73% |
$359K - $402K
|
8.54K
$595K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
5.53KNew |
$319K - $357K
|
5.53K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$269K - $302K
|
4.67K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.28KNew |
$247K - $276K
|
4.28K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.12K+ 1.31% |
$238K - $266K
|
318K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97KNew |
$229K - $256K
|
3.97K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.83K+ 24.05% |
$221K - $247K
|
19.8K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.77KNew |
$217K - $243K
|
3.77K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.65K+ 7.62% |
$211K - $236K
|
51.6K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52K+ 34.3% |
$203K - $227K
|
13.8K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.51K+ 7.29% |
$202K - $227K
|
51.6K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.43KNew |
$198K - $221K
|
3.43K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41KNew |
$197K - $220K
|
3.41K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$185K - $207K
|
3.21K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 11189.29% |
$181K - $202K
|
3.16K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3K+ 240.9% |
$173K - $194K
|
4.25K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 45.31% |
$167K - $187K
|
9.3K
$648K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.77K+ 3.21% |
$160K - $179K
|
89K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.55K+ 28.1% |
$147K - $165K
|
11.6K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 10.23% |
$113K - $127K
|
21.2K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.69KNew |
$97.3K - $109K
|
1.69K
$117K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 21.38% |
$88.7K - $99.2K
|
8.73K
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.29K+ 3.87% |
$74.4K - $83.2K
|
34.6K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.19K+ 4.19% |
$68.9K - $77.1K
|
29.7K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.11K+ 2.05% |
$64K - $71.6K
|
55.1K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$60.4K - $67.6K
|
1.05K
$73K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.01K+ 4.82% |
$58.5K - $65.5K
|
22.1K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 43.37% |
$57.7K - $64.6K
|
3.31K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
992+ 19.74% |
$57.2K - $64K
|
6.02K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
706+ 2.35% |
$40.7K - $45.6K
|
30.8K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
619+ 7.43% |
$35.7K - $40K
|
8.95K
$623K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
614+ 34.02% |
$35.4K - $39.6K
|
2.42K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
546+ 1.6% |
$31.5K - $35.2K
|
34.6K
$2.41M
|