Latest Institutional Transactions on Fidelity Covington Tr Msci Fin (FNCL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-935- 0.79% |
$68.2K - $72.2K
|
118K
$8.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 18.92% |
$3.38M - $3.59M
|
292K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.97K+ 0.55% |
$727K - $770K
|
1.83M
$136M
|
|
|
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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 4.95% |
$75K - $79.4K
|
21.8K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-672- 2.48% |
$49K - $51.9K
|
26.4K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.25K+ 6.52% |
$528K - $560K
|
118K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-425- 12.28% |
$31K - $32.8K
|
3.04K
$226K
|
|
|
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 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-39- 2.33% |
$2.84K - $3.01K
|
1.64K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-198- 6.14% |
$14.4K - $15.3K
|
3.03K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-56- 4.57% |
$4.08K - $4.32K
|
1.17K
$86.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.3% |
$656 - $695
|
3.02K
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-12.3K- 17.93% |
$900K - $953K
|
56.5K
$4.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
202+ 3.31% |
$14.7K - $15.6K
|
6.31K
$469K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.68K- 3.86% |
$414K - $439K
|
141K
$10.5M
|
|
|
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 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$72.9 - $77.2
|
9.42K
$700K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.52K- 20.68% |
$184K - $195K
|
9.66K
$717K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.62K+ 22.42% |
$118K - $125K
|
8.84K
$656K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.26% |
$583 - $618
|
3.15K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.39% |
$9.55K - $10.1K
|
4K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-320- 10.33% |
$23.3K - $24.7K
|
2.78K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
600+ 133.93% |
$43.7K - $46.3K
|
1.05K
$77.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
945+ 13.93% |
$68.9K - $73K
|
7.73K
$574K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44K+ 10.36% |
$178K - $188K
|
25.9K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 2.61% |
$163K - $173K
|
83.4K
$6.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-49- 1.8% |
$3.57K - $3.78K
|
2.67K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$219 - $232
|
12.4K
$918K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 46.24% |
$198K - $210K
|
8.58K
$637K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.96K- 36.62% |
$143K - $151K
|
3.39K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.14K+ 5.27% |
$302K - $320K
|
82.7K
$6.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 19.7% |
$80.3K - $85K
|
6.69K
$497K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.07K+ 12.49% |
$151K - $160K
|
18.6K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48K+ 34.85% |
$326K - $346K
|
17.3K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.25% |
$1.02K - $1.08K
|
5.51K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
275K+ 47.43% |
$20M - $21.2M
|
854K
$63.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.23K+ 5183.72% |
$163K - $172K
|
2.27K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.58% |
$1.9K - $2.01K
|
4.5K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
336+ 5.25% |
$24.5K - $25.9K
|
6.74K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 35.88% |
$2.46M - $2.61M
|
60.3K
$4.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$11.9K - $12.6K
|
7.12K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$72.9 - $77.2
|
734
$54.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.78K+ 10.54% |
$713K - $755K
|
103K
$7.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-36- 0.17% |
$2.62K - $2.78K
|
21.4K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 47.66% |
$99.4K - $105K
|
4.22K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$225K - $239K
|
3.09K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-81- 1.91% |
$5.91K - $6.26K
|
4.16K
$309K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-199- 3.66% |
$14.5K - $15.4K
|
5.23K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$510 - $541
|
3.58K
$266K
|
|