Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9K+ 96.91% |
$940K - $981K
|
26.1K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.5K+ 3.09% |
$475K - $495K
|
217K
$16.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.68K+ 3.71% |
$342K - $357K
|
131K
$9.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
4.66K+ 3.19% |
$341K - $355K
|
151K
$11.2M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
2.92K+ 26.81% |
$213K - $222K
|
13.8K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.74K+ 6.44% |
$200K - $209K
|
45.3K
$3.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.61KNew |
$191K - $199K
|
2.61K
$194K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.57KNew |
$188K - $196K
|
2.57K
$191K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.9K+ 521.1% |
$139K - $145K
|
2.27K
$168K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.87KNew |
$136K - $142K
|
1.87K
$138K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
891New |
$65.1K - $67.9K
|
891
$66.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
554+ 13.85% |
$40.5K - $42.2K
|
4.55K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
479+ 3.4% |
$35K - $36.5K
|
14.6K
$1.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
470+ 340.58% |
$34.4K - $35.8K
|
608
$45.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
463+ 17.84% |
$33.8K - $35.3K
|
3.06K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
347+ 0.97% |
$25.4K - $26.5K
|
36.1K
$2.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
330+ 12.52% |
$24.1K - $25.2K
|
2.97K
$220K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
302+ 8.17% |
$22.1K - $23K
|
4K
$297K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
294+ 0.52% |
$21.5K - $22.4K
|
56.6K
$4.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
117+ 1.17% |
$8.55K - $8.92K
|
10.1K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
112+ 0.79% |
$8.19K - $8.54K
|
14.2K
$1.06M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
86+ 1.07% |
$6.29K - $6.56K
|
8.09K
$601K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 188.57% |
$4.82K - $5.03K
|
101
$7.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17+ 1.01% |
$1.24K - $1.3K
|
1.7K
$126K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14+ 0.47% |
$1.02K - $1.07K
|
3.01K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$804 - $839
|
3.13K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 0.12% |
$512 - $534
|
5.97K
$444K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1+ 0.02% |
$73.1 - $76.2
|
5.24K
$389K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$73.1 - $76.2
|
314
$23.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.86% |
$73.1 - $76.2
|
36
$2.67K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.02% |
$73.1 - $76.2
|
4.5K
$334K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 30.0% |
$219 - $229
|
7
$520
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-65Closed |
$4.75K - $4.96K
|
0
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-102- 2.36% |
$7.46K - $7.78K
|
4.21K
$313K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-152- 1.71% |
$11.1K - $11.6K
|
8.72K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-383- 5.74% |
$28K - $29.2K
|
6.29K
$467K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 49.98% |
$87.9K - $91.7K
|
1.2K
$89.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.49K- 44.18% |
$109K - $114K
|
1.89K
$140K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.75K- 70.99% |
$128K - $133K
|
713
$52.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6.59K- 33.02% |
$482K - $502K
|
13.4K
$992K
|
|