Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
143K+ 171.23% |
$6.18M - $7.32M
|
227K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 209.62% |
$5.83M - $6.9M
|
199K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 104.14% |
$4.47M - $5.29M
|
203K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
103K+ 93.58% |
$4.47M - $5.29M
|
214K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
58.3K+ 2.72% |
$2.52M - $2.98M
|
2.2M
$154M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
47KNew |
$2.03M - $2.41M
|
47K
$3.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
43.8KNew |
$1.9M - $2.24M
|
43.8K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
38.2K+ 123.32% |
$1.65M - $1.95M
|
69.1K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.4K+ 25.89% |
$1.53M - $1.81M
|
172K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
35.1KNew |
$1.52M - $1.8M
|
35.1K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.2K+ 286.88% |
$1.13M - $1.34M
|
35.3K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.3K+ 98.5% |
$1.09M - $1.29M
|
50.9K
$3.55M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4K+ 77.12% |
$839K - $994K
|
44.6K
$3.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.1K+ 53.93% |
$825K - $977K
|
54.5K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 9.22% |
$511K - $605K
|
140K
$9.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
10.7K+ 46.95% |
$463K - $549K
|
33.5K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 2.38% |
$427K - $505K
|
424K
$29.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.06KNew |
$392K - $464K
|
9.06K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.06K+ 2.26% |
$392K - $464K
|
411K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.04K+ 4.24% |
$391K - $463K
|
222K
$15.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.56KNew |
$327K - $387K
|
7.56K
$527K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.34K+ 83.24% |
$317K - $376K
|
16.1K
$1.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.13KNew |
$308K - $365K
|
7.13K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5KNew |
$281K - $333K
|
6.5K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.1K+ 4.86% |
$264K - $313K
|
132K
$9.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.05K+ 8.98% |
$262K - $310K
|
73.4K
$5.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$229K - $271K
|
5.3K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.96KNew |
$215K - $254K
|
4.96K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$199K - $236K
|
4.61K
$321K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.5KNew |
$195K - $230K
|
4.5K
$314K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.34KNew |
$188K - $222K
|
4.34K
$302K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$186K - $220K
|
4.3K
$299K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.29KNew |
$185K - $220K
|
4.29K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.23K+ 11.92% |
$183K - $216K
|
39.7K
$2.77M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.44K+ 7.49% |
$149K - $176K
|
49.4K
$3.44M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
2.94K+ 11.99% |
$127K - $151K
|
27.5K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.75K+ 19.06% |
$119K - $141K
|
17.1K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.74K+ 550.6% |
$119K - $140K
|
3.24K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 19.05% |
$119K - $140K
|
17.1K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.73KNew |
$118K - $140K
|
2.73K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.51K+ 19.7% |
$108K - $128K
|
15.2K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.4K+ 2.79% |
$104K - $123K
|
88.3K
$6.15M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97K+ 5.16% |
$85.3K - $101K
|
40.2K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 7.66% |
$83.8K - $99.2K
|
27.2K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.83K+ 13.06% |
$79K - $93.6K
|
15.8K
$1.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.81K+ 5.75% |
$78.4K - $92.8K
|
33.3K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 1.14% |
$73.9K - $87.4K
|
152K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 2.98% |
$55.9K - $66.2K
|
44.6K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 250.0% |
$43.2K - $51.2K
|
1.4K
$97.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
995+ 54.7% |
$43K - $50.9K
|
2.81K
$196K
|