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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-135- 41.54% |
$9.84K - $10.4K
|
190
$14.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$802 - $850
|
3.12K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-324- 8.77% |
$23.6K - $25K
|
3.37K
$250K
|
|
|
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 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-172- 2.22% |
$12.5K - $13.3K
|
7.58K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.58K- 16.28% |
$115K - $122K
|
8.13K
$604K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
47+ 0.26% |
$3.43K - $3.63K
|
18.1K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.34K- 4.33% |
$97.6K - $103K
|
29.6K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 111.83% |
$344K - $365K
|
8.95K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.3K - $96.7K
|
1.25K
$93K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-728- 11.32% |
$53.1K - $56.2K
|
5.7K
$424K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.58K+ 27.25% |
$188K - $199K
|
12.1K
$895K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$729 - $772
|
10
$743
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
10.7K+ 3.58% |
$783K - $830K
|
310K
$23M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.18K- 79.63% |
$85.8K - $90.9K
|
301
$22.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
184New |
$13.4K - $14.2K
|
184
$13.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
97+ 1.0% |
$7.07K - $7.49K
|
9.79K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$1.9K - $2.01K
|
8.78K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-147K- 24.71% |
$10.7M - $11.4M
|
449K
$33.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.2% |
$72.9 - $77.2
|
502
$37.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.09KNew |
$225K - $238K
|
3.09K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
382+ 61.02% |
$27.9K - $29.5K
|
1.01K
$74.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.35K+ 8.47% |
$390K - $413K
|
68.5K
$5.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
75+ 0.85% |
$5.47K - $5.79K
|
8.88K
$659K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-2.02K- 1.36% |
$147K - $156K
|
146K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
1.17K+ 12.06% |
$85.4K - $90.4K
|
10.9K
$808K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 0.42% |
$1.24K - $1.31K
|
4.04K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.52KNew |
$111K - $117K
|
1.52K
$113K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 10.91% |
$4.37K - $4.63K
|
610
$45.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.32K+ 4.31% |
$169K - $179K
|
56.1K
$4.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99KNew |
$218K - $231K
|
2.99K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.9K- 83.9% |
$139K - $147K
|
365
$27.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
294+ 1.04% |
$21.4K - $22.7K
|
28.6K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 7.93% |
$23.1K - $24.5K
|
4.31K
$320K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.51K- 4.67% |
$110K - $117K
|
30.9K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-302- 3.13% |
$22K - $23.3K
|
9.33K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 183.84% |
$114K - $120K
|
2.41K
$179K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
18KNew |
$1.32M - $1.39M
|
18K
$1.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$77.2K - $81.8K
|
1.06K
$78.6K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-227- 0.77% |
$13.9K - $16.8K
|
29.1K
$2.16M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 32.72% |
$612K - $742K
|
20.6K
$1.53M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$1.1K - $1.33K
|
18
$1.34K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
600New |
$36.6K - $44.4K
|
600
$44.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.7% |
$61.1 - $74
|
28
$2.08K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.69KNew |
$287K - $347K
|
4.69K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
49New |
$2.99K - $3.63K
|
49
$3.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.3K+ 168.7% |
$871K - $1.06M
|
22.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-524- 1.57% |
$32K - $38.8K
|
32.8K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
5.94K+ 70.32% |
$363K - $440K
|
14.4K
$1.07M
|
|