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 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
205KNew |
$13M - $15M
|
205K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
65.4KNew |
$4.13M - $4.79M
|
65.4K
$4.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.77KNew |
$301K - $350K
|
4.77K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.02K+ 18.49% |
$254K - $294K
|
25.7K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
3.84K+ 158.78% |
$243K - $282K
|
6.26K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$236K - $274K
|
3.73K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.58K+ 7.35% |
$226K - $263K
|
52.4K
$3.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.42KNew |
$216K - $251K
|
3.42K
$246K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41KNew |
$215K - $250K
|
3.41K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
3.26KNew |
$206K - $239K
|
3.26K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96KNew |
$187K - $217K
|
2.96K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.69K+ 12.2% |
$170K - $197K
|
24.7K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.64K+ 32.93% |
$104K - $120K
|
6.62K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.42KNew |
$89.9K - $104K
|
1.42K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
770+ 5.76% |
$48.7K - $56.4K
|
14.1K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
423New |
$26.7K - $31K
|
423
$30.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
245New |
$15.5K - $18K
|
245
$17.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
147+ 2.47% |
$9.29K - $10.8K
|
6.11K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 961.54% |
$7.9K - $9.16K
|
138
$9.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 0.37% |
$7.01K - $8.14K
|
29.8K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$4.17K - $4.84K
|
66
$4.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.1% |
$1.9K - $2.2K
|
30.8K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14+ 0.34% |
$885 - $1.03K
|
4.19K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.23% |
$506 - $586
|
3.56K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$63.2 - $73.3
|
9.28K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.24% |
$1.14K - $1.32K
|
7.59K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 1.27% |
$6.32K - $7.33K
|
7.8K
$561K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-243- 7.09% |
$15.4K - $17.8K
|
3.18K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 3.51% |
$19K - $22K
|
8.24K
$592K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-324- 0.94% |
$20.5K - $23.8K
|
34.3K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-566- 9.51% |
$35.8K - $41.5K
|
5.38K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-633- 4.7% |
$40K - $46.4K
|
12.8K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-697- 14.92% |
$44K - $51.1K
|
3.97K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.11K- 7.46% |
$70.1K - $81.3K
|
13.8K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.62K- 4.75% |
$165K - $192K
|
52.5K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.17K- 26.34% |
$264K - $306K
|
11.7K
$839K
|