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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
96New |
$6.36K - $7.12K
|
96
$7.13K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.48KNew |
$230K - $258K
|
3.48K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
64+ 0.26% |
$4.24K - $4.75K
|
24.8K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.39K- 64.83% |
$91.9K - $103K
|
752
$55.8K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.42KNew |
$161K - $180K
|
2.42K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
73New |
$4.84K - $5.41K
|
73
$5.42K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
SELL
|
- |
-7.61K- 4.78% |
$504K - $564K
|
151K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$928 - $1.04K
|
14
$1.04K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.32K - $2.6K
|
35
$2.6K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24KNew |
$215K - $240K
|
3.24K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
301New |
$20K - $22.3K
|
301
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-230- 50.0% |
$15.2K - $17.1K
|
230
$17.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.13K - $1.26K
|
17
$1.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
128New |
$8.49K - $9.49K
|
128
$9.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
59+ 0.42% |
$3.91K - $4.38K
|
14.2K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.02KNew |
$200K - $224K
|
3.02K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
474New |
$31.4K - $35.2K
|
474
$35.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
346New |
$22.9K - $25.7K
|
346
$25.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-563- 14.17% |
$37.3K - $41.8K
|
3.41K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-244- 17.15% |
$16.2K - $18.1K
|
1.18K
$87.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$66.3 - $74.2
|
1.13K
$83.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
292New |
$19.4K - $21.7K
|
292
$21.7K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 6.17% |
$1.2K - $1.39K
|
289
$21.5K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8New |
$506 - $586
|
8
$594
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18New |
$1.14K - $1.32K
|
18
$1.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
140New |
$8.85K - $10.3K
|
140
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
103New |
$6.51K - $7.55K
|
103
$7.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
150New |
$9.48K - $11K
|
150
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$184K - $214K
|
2.92K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-112- 9.34% |
$7.08K - $8.21K
|
1.09K
$80.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13KNew |
$823K - $955K
|
13K
$967K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
114New |
$7.2K - $8.36K
|
114
$8.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-337- 7.87% |
$21.3K - $24.7K
|
3.94K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
51New |
$3.22K - $3.74K
|
51
$3.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-2.29K- 2.57% |
$145K - $168K
|
86.7K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
210New |
$13.3K - $15.4K
|
210
$15.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$2.21K - $2.57K
|
35
$2.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.66% |
$126 - $147
|
307
$22.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
173New |
$10.9K - $12.7K
|
173
$12.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.8KNew |
$1.5M - $1.74M
|
23.8K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
7.32KNew |
$463K - $537K
|
7.32K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.63% |
$63.2 - $73.3
|
39
$2.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 961.54% |
$7.9K - $9.16K
|
138
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$4.17K - $4.84K
|
66
$4.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
423New |
$26.7K - $31K
|
423
$31.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41KNew |
$215K - $250K
|
3.41K
$253K
|
|
| Q3 2024 | |||||||
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
25New |
$1.44K - $1.61K
|
25
$1.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.07K- 8.0% |
$61.8K - $69.1K
|
12.3K
$915K
|
|