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 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-581- 3.15% |
$42.4K - $44.9K
|
17.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-620- 34.43% |
$45.2K - $47.9K
|
1.18K
$87.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-648- 15.55% |
$47.2K - $50K
|
3.52K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-667- 2.56% |
$48.6K - $51.5K
|
25.4K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 2.48% |
$49K - $51.9K
|
26.4K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728- 11.32% |
$53.1K - $56.2K
|
5.7K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-733- 20.49% |
$53.4K - $56.6K
|
2.85K
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-753- 10.13% |
$54.9K - $58.2K
|
6.68K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-861- 4.58% |
$62.8K - $66.5K
|
17.9K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-935- 0.79% |
$68.2K - $72.2K
|
118K
$8.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1K- 22.85% |
$72.9K - $77.2K
|
3.38K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.06% |
$76.5K - $81K
|
49.9K
$3.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.07K- 10.22% |
$78.2K - $82.9K
|
9.42K
$700K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 8.93% |
$79.5K - $84.2K
|
11.1K
$825K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.18K- 79.63% |
$85.8K - $90.9K
|
301
$22.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.34K- 4.33% |
$97.6K - $103K
|
29.6K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.35K- 16.78% |
$98.1K - $104K
|
6.67K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.51K- 4.67% |
$110K - $117K
|
30.9K
$2.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.58K- 16.28% |
$115K - $122K
|
8.13K
$604K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.9K- 83.9% |
$139K - $147K
|
365
$27.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.93K- 31.84% |
$141K - $149K
|
4.14K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.96K- 36.62% |
$143K - $151K
|
3.39K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-2.02K- 1.36% |
$147K - $156K
|
146K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.22K- 16.9% |
$162K - $171K
|
10.9K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 2.61% |
$163K - $173K
|
83.4K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.52K- 16.63% |
$183K - $194K
|
12.6K
$937K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.52K- 20.68% |
$184K - $195K
|
9.66K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.72K- 13.2% |
$198K - $210K
|
17.9K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.68K- 3.86% |
$414K - $439K
|
141K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.39K- 3.43% |
$611K - $648K
|
236K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.92K- 2.99% |
$723K - $766K
|
322K
$23.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.4K- 4.82% |
$758K - $803K
|
205K
$15.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-12.3K- 17.93% |
$900K - $953K
|
56.5K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18K- 18.97% |
$1.31M - $1.39M
|
76.9K
$5.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-18.3K- 21.99% |
$1.33M - $1.41M
|
64.9K
$4.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 35.88% |
$2.46M - $2.61M
|
60.3K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-34.5K- 25.07% |
$2.51M - $2.66M
|
103K
$7.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-147K- 24.71% |
$10.7M - $11.4M
|
449K
$33.3M
|
|