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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
953+ 1.42% |
$41.2K - $48.8K
|
68K
$4.74M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
702+ 0.45% |
$30.4K - $35.9K
|
156K
$10.9M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700New |
$30.3K - $35.8K
|
700
$48.8K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
692+ 795.4% |
$29.9K - $35.4K
|
779
$54.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
686+ 25.37% |
$29.7K - $35.1K
|
3.39K
$236K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
680+ 80.28% |
$29.4K - $34.8K
|
1.53K
$106K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
620+ 12.44% |
$26.8K - $31.7K
|
5.61K
$391K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
618New |
$26.7K - $31.6K
|
618
$43.1K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
617New |
$26.7K - $31.6K
|
617
$43K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
520+ 2.88% |
$22.5K - $26.6K
|
18.6K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
515+ 6.05% |
$22.3K - $26.4K
|
9.02K
$629K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
478New |
$20.7K - $24.5K
|
478
$33.3K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
431+ 0.29% |
$18.6K - $22.1K
|
151K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
411New |
$17.8K - $21K
|
411
$28.6K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
400New |
$17.3K - $20.5K
|
400
$27.9K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
312+ 1.78% |
$13.5K - $16K
|
17.9K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
280New |
$12.1K - $14.3K
|
280
$19.5K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259New |
$11.2K - $13.3K
|
259
$18K
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
145+ 0.48% |
$6.27K - $7.42K
|
30.2K
$2.1M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
118New |
$5.1K - $6.04K
|
118
$8.22K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
103New |
$4.45K - $5.27K
|
103
$7.18K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
99New |
$4.28K - $5.07K
|
99
$6.9K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
75New |
$3.24K - $3.84K
|
75
$5.23K
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
73+ 0.57% |
$3.16K - $3.74K
|
12.9K
$899K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
59New |
$2.55K - $3.02K
|
59
$4.11K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
52New |
$2.25K - $2.66K
|
52
$3.62K
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
50+ 0.7% |
$2.16K - $2.56K
|
7.23K
$503K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$2.08K - $2.46K
|
48
$3.34K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
43+ 0.52% |
$1.86K - $2.2K
|
8.28K
$577K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$1.51K - $1.79K
|
35
$2.44K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$995 - $1.18K
|
23
$1.6K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23New |
$995 - $1.18K
|
23
$1.6K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
15New |
$649 - $768
|
15
$1.05K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11New |
$476 - $563
|
11
$766
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.73% |
$476 - $563
|
1.51K
$105K
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10+ 0.16% |
$432 - $512
|
6.31K
$440K
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
7+ 0.01% |
$303 - $358
|
82.2K
$5.73M
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.4% |
$216 - $256
|
1.25K
$86.8K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.66% |
$173 - $205
|
612
$42.6K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.72% |
$86.5 - $102
|
279
$19.4K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.02% |
$86.5 - $102
|
11.9K
$832K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.54% |
$86.5 - $102
|
371
$25.9K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$43.2 - $51.2
|
23.6K
$1.64M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.06% |
$43.2 - $51.2
|
1.73K
$120K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$43.2 - $51.2
|
295
$20.6K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 13.51% |
$432 - $512
|
64
$4.46K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-25- 0.29% |
$1.08K - $1.28K
|
8.63K
$601K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-50- 0.65% |
$2.16K - $2.56K
|
7.66K
$534K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-52- 6.4% |
$2.25K - $2.66K
|
761
$53K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-58- 0.91% |
$2.51K - $2.97K
|
6.34K
$442K
|