Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
182+ 4.83% |
$11.5K - $13.3K
|
3.95K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
173New |
$10.9K - $12.7K
|
173
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
147+ 2.47% |
$9.29K - $10.8K
|
6.11K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 961.54% |
$7.9K - $9.16K
|
138
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
116New |
$7.33K - $8.5K
|
116
$8.6K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
112+ 24.89% |
$7.08K - $8.21K
|
562
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
111+ 2.69% |
$7.01K - $8.14K
|
4.23K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 0.37% |
$7.01K - $8.14K
|
29.8K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
102+ 1.76% |
$6.45K - $7.48K
|
5.9K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 2.25% |
$5.88K - $6.82K
|
4.23K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
71+ 7.16% |
$4.49K - $5.21K
|
1.06K
$78.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$4.17K - $4.84K
|
66
$4.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
53+ 0.96% |
$3.35K - $3.89K
|
5.58K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$2.21K - $2.57K
|
35
$2.59K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.1% |
$1.9K - $2.2K
|
30.8K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 7.27% |
$1.33K - $1.54K
|
310
$23K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14+ 0.34% |
$885 - $1.03K
|
4.19K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.23% |
$506 - $586
|
3.56K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.66% |
$126 - $147
|
307
$22.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$63.2 - $73.3
|
9.28K
$688K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.2% |
$63.2 - $73.3
|
498
$36.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.63% |
$63.2 - $73.3
|
39
$2.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.24% |
$1.14K - $1.32K
|
7.59K
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-29- 2.94% |
$1.83K - $2.13K
|
956
$70.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.67% |
$4.04K - $4.69K
|
3.77K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 1.27% |
$6.32K - $7.33K
|
7.8K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-199- 3.38% |
$12.6K - $14.6K
|
5.68K
$421K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-243- 7.09% |
$15.4K - $17.8K
|
3.18K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 3.51% |
$19K - $22K
|
8.24K
$611K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-324- 0.94% |
$20.5K - $23.8K
|
34.3K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-566- 9.51% |
$35.8K - $41.5K
|
5.38K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-633- 4.7% |
$40K - $46.4K
|
12.8K
$952K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-697- 14.92% |
$44K - $51.1K
|
3.97K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.06K- 16.51% |
$66.8K - $77.5K
|
5.35K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.08K- 3.08% |
$68.2K - $79.1K
|
34K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.11K- 7.46% |
$70.1K - $81.3K
|
13.8K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.17K- 3.39% |
$74.2K - $86.1K
|
33.5K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.42K- 6.72% |
$89.8K - $104K
|
19.7K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.62K- 4.75% |
$165K - $192K
|
52.5K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.17K- 17.36% |
$200K - $233K
|
15.1K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.17K- 26.34% |
$264K - $306K
|
11.7K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-61.1K- 27.74% |
$3.86M - $4.48M
|
159K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-81.2K- 4.06% |
$5.13M - $5.95M
|
1.92M
$142M
|