Latest Institutional Purchases of Fidelity Covington Tr Msci Fin (FNCL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Fin (FNCL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.74K+ 6.44% |
$200K - $209K
|
45.3K
$3.36M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.57KNew |
$188K - $196K
|
2.57K
$191K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.87KNew |
$136K - $142K
|
1.87K
$138K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
479+ 3.4% |
$35K - $36.5K
|
14.6K
$1.08M
|
|
|
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 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 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 0.12% |
$512 - $534
|
5.97K
$444K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$73.1 - $76.2
|
314
$23.3K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
BUY
|
- |
342KNew |
$24.9M - $26.4M
|
342K
$25.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
314K+ 271.01% |
$22.9M - $24.3M
|
430K
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
275K+ 47.43% |
$20M - $21.2M
|
854K
$63.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
266K+ 3442.32% |
$19.4M - $20.6M
|
274K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
196K+ 7.82% |
$14.3M - $15.1M
|
2.7M
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 122.55% |
$8.39M - $8.89M
|
209K
$15.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 18.92% |
$3.38M - $3.59M
|
292K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35K+ 273.1% |
$2.55M - $2.7M
|
47.8K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$2.02M - $2.14M
|
27.7K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.7K+ 477.1% |
$1.36M - $1.44M
|
22.6K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
18.6KNew |
$1.36M - $1.44M
|
18.6K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
18KNew |
$1.32M - $1.39M
|
18K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 16.53% |
$1.25M - $1.33M
|
121K
$9M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
10.7K+ 3.58% |
$783K - $830K
|
310K
$23M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.97K+ 0.55% |
$727K - $770K
|
1.83M
$136M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.78K+ 10.54% |
$713K - $755K
|
103K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.86KNew |
$646K - $684K
|
8.86K
$658K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.71K+ 68.05% |
$635K - $672K
|
21.5K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.16KNew |
$595K - $630K
|
8.16K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.3K+ 7.14% |
$532K - $564K
|
110K
$8.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.25K+ 6.52% |
$528K - $560K
|
118K
$8.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.19K+ 57.34% |
$452K - $478K
|
17K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.78K+ 10.17% |
$421K - $446K
|
62.6K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.35K+ 8.47% |
$390K - $413K
|
68.5K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.96K+ 3.62% |
$361K - $383K
|
142K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.94KNew |
$360K - $381K
|
4.94K
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 111.83% |
$344K - $365K
|
8.95K
$665K
|
|
|
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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.14K+ 5.27% |
$302K - $320K
|
82.7K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.91K+ 98.66% |
$285K - $302K
|
7.87K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.6KNew |
$263K - $278K
|
3.6K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.45K+ 2.14% |
$251K - $266K
|
165K
$12.2M
|
|