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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
47+ 0.26% |
$3.43K - $3.63K
|
18.1K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$1.9K - $2.01K
|
8.78K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.58% |
$1.9K - $2.01K
|
4.5K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
25+ 1.03% |
$1.82K - $1.93K
|
2.46K
$183K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 1.55% |
$1.39K - $1.47K
|
1.24K
$92.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.25% |
$1.02K - $1.08K
|
5.51K
$409K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$802 - $850
|
3.12K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$729 - $772
|
10
$743
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.3% |
$656 - $695
|
3.02K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.26% |
$583 - $618
|
3.15K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$510 - $541
|
3.58K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.23% |
$510 - $541
|
3.04K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6+ 0.15% |
$437 - $463
|
4.06K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.15% |
$365 - $386
|
3.28K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.14% |
$365 - $386
|
3.7K
$275K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$219 - $232
|
12.4K
$918K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.37% |
$146 - $154
|
545
$40.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$72.9 - $77.2
|
418
$31K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$72.9 - $77.2
|
734
$54.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$72.9 - $77.2
|
313
$23.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.2% |
$72.9 - $77.2
|
502
$37.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$72.9 - $77.2
|
25
$1.86K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$72.9 - $77.2
|
9.42K
$700K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 0.42% |
$1.24K - $1.31K
|
4.04K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-24- 0.62% |
$1.75K - $1.85K
|
3.84K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.62% |
$1.75K - $1.85K
|
3.87K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-36- 0.17% |
$2.62K - $2.78K
|
21.4K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-39- 2.33% |
$2.84K - $3.01K
|
1.64K
$121K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-48- 0.66% |
$3.5K - $3.71K
|
7.21K
$536K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-49- 1.8% |
$3.57K - $3.78K
|
2.67K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-56- 4.57% |
$4.08K - $4.32K
|
1.17K
$86.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-81- 1.91% |
$5.91K - $6.26K
|
4.16K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-89- 1.26% |
$6.49K - $6.87K
|
6.96K
$517K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-107- 1.33% |
$7.8K - $8.26K
|
7.95K
$591K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-135- 41.54% |
$9.84K - $10.4K
|
190
$14.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-172- 2.22% |
$12.5K - $13.3K
|
7.58K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-198- 6.14% |
$14.4K - $15.3K
|
3.03K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-199- 3.66% |
$14.5K - $15.4K
|
5.23K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-216- 2.34% |
$15.7K - $16.7K
|
9K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-298- 7.46% |
$21.7K - $23K
|
3.7K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-302- 3.13% |
$22K - $23.3K
|
9.33K
$693K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-320- 10.33% |
$23.3K - $24.7K
|
2.78K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-324- 8.77% |
$23.6K - $25K
|
3.37K
$250K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-363- 4.49% |
$26.5K - $28K
|
7.72K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-399- 13.98% |
$29.1K - $30.8K
|
2.46K
$182K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-425- 12.28% |
$31K - $32.8K
|
3.04K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-426- 9.37% |
$31.1K - $32.9K
|
4.12K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-432- 1.54% |
$31.5K - $33.4K
|
27.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-436- 0.92% |
$31.8K - $33.7K
|
47.2K
$3.5M
|
|