Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 2025. 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 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.07K+ 12.49% |
$151K - $160K
|
18.6K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.89K+ 1.31% |
$138K - $146K
|
146K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.82K+ 4.56% |
$133K - $141K
|
41.7K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.62K+ 22.42% |
$118K - $125K
|
8.84K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 183.84% |
$114K - $120K
|
2.41K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53K+ 11.25% |
$112K - $118K
|
15.1K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.52KNew |
$111K - $117K
|
1.52K
$113K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 47.66% |
$99.4K - $105K
|
4.22K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34KNew |
$97.5K - $103K
|
1.34K
$99.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.3K - $96.7K
|
1.25K
$93K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.21KNew |
$88.2K - $93.4K
|
1.21K
$89.9K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
1.17K+ 12.06% |
$85.4K - $90.4K
|
10.9K
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 4.83% |
$84.2K - $89.2K
|
25.1K
$1.86M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 1308.24% |
$81.1K - $85.9K
|
1.2K
$88.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 19.7% |
$80.3K - $85K
|
6.69K
$497K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$77.2K - $81.8K
|
1.06K
$78.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 4.95% |
$75K - $79.4K
|
21.8K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
945+ 13.93% |
$68.9K - $73K
|
7.73K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
913+ 30.77% |
$66.6K - $70.5K
|
3.88K
$288K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
904+ 2.6% |
$65.9K - $69.8K
|
35.7K
$2.65M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
861+ 30.04% |
$62.8K - $66.5K
|
3.73K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
790+ 1.42% |
$57.6K - $61K
|
56.3K
$4.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
758+ 5.67% |
$55.3K - $58.5K
|
14.1K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
600+ 133.93% |
$43.7K - $46.3K
|
1.05K
$77.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
571+ 1427.5% |
$41.6K - $44.1K
|
611
$45.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
454+ 3.33% |
$33.1K - $35.1K
|
14.1K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
452+ 1.53% |
$33K - $34.9K
|
29.9K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
382+ 61.02% |
$27.9K - $29.5K
|
1.01K
$74.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
379+ 1.94% |
$27.6K - $29.3K
|
20K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
351+ 1.98% |
$25.6K - $27.1K
|
18.1K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
336+ 5.25% |
$24.5K - $25.9K
|
6.74K
$501K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 7.93% |
$23.1K - $24.5K
|
4.31K
$320K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
294+ 1.04% |
$21.4K - $22.7K
|
28.6K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
260New |
$19K - $20.1K
|
260
$19.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
244New |
$17.8K - $18.8K
|
244
$18.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
234+ 2.82% |
$17.1K - $18.1K
|
8.52K
$633K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
202+ 3.31% |
$14.7K - $15.6K
|
6.31K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
184New |
$13.4K - $14.2K
|
184
$13.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
171+ 348.98% |
$12.5K - $13.2K
|
220
$16.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$11.9K - $12.6K
|
7.12K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
136+ 0.37% |
$9.92K - $10.5K
|
37.3K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.39% |
$9.55K - $10.1K
|
4K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
97+ 1.0% |
$7.07K - $7.49K
|
9.79K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
75+ 0.85% |
$5.47K - $5.79K
|
8.88K
$659K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65New |
$4.74K - $5.02K
|
65
$4.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62New |
$4.52K - $4.79K
|
62
$4.6K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
61+ 0.77% |
$4.45K - $4.71K
|
8.01K
$594K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 10.91% |
$4.37K - $4.63K
|
610
$45.3K
|
|