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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
266K+ 54.97% |
$16.8M - $19.5M
|
751K
$55.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250K+ 65.02% |
$15.8M - $18.3M
|
634K
$46.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
205KNew |
$13M - $15M
|
205K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
65.4KNew |
$4.13M - $4.79M
|
65.4K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
47.5K+ 17.49% |
$3M - $3.48M
|
319K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.5K+ 65.04% |
$2.37M - $2.75M
|
95.2K
$7.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.8KNew |
$1.5M - $1.74M
|
23.8K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21K+ 310.29% |
$1.33M - $1.54M
|
27.8K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.8KNew |
$1.25M - $1.45M
|
19.8K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$634K - $736K
|
10K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
7.69KNew |
$486K - $564K
|
7.69K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
7.32KNew |
$463K - $537K
|
7.32K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.88KNew |
$434K - $504K
|
6.88K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.84K+ 13.25% |
$432K - $501K
|
58.4K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.77KNew |
$301K - $350K
|
4.77K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.38KNew |
$277K - $321K
|
4.38K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.16KNew |
$263K - $305K
|
4.16K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.02K+ 18.49% |
$254K - $294K
|
25.7K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
3.84K+ 158.78% |
$243K - $282K
|
6.26K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.76KNew |
$238K - $276K
|
3.76K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$236K - $274K
|
3.73K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.58K+ 7.35% |
$226K - $263K
|
52.4K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.58K+ 19.72% |
$226K - $262K
|
21.7K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.46KNew |
$218K - $253K
|
3.46K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.42KNew |
$216K - $251K
|
3.42K
$252K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41KNew |
$215K - $250K
|
3.41K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39KNew |
$214K - $248K
|
3.39K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
3.26KNew |
$206K - $239K
|
3.26K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $237K
|
3.24K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.24KNew |
$204K - $237K
|
3.24K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.2K+ 32.65% |
$202K - $235K
|
13K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.17KNew |
$200K - $232K
|
3.17K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96KNew |
$187K - $217K
|
2.96K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.69K+ 12.2% |
$170K - $197K
|
24.7K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.62KNew |
$166K - $192K
|
2.62K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 163.36% |
$157K - $182K
|
4K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.03K+ 33.77% |
$128K - $149K
|
8.05K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 1.65% |
$126K - $146K
|
123K
$9.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.64K+ 38.6% |
$104K - $120K
|
5.89K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.64K+ 32.93% |
$104K - $120K
|
6.62K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.42KNew |
$89.9K - $104K
|
1.42K
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 5.66% |
$88.2K - $102K
|
26K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.33K+ 32.16% |
$84K - $97.5K
|
5.47K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
861+ 14.8% |
$54.4K - $63.1K
|
6.68K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
770+ 5.76% |
$48.7K - $56.4K
|
14.1K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
564+ 1128.0% |
$35.6K - $41.3K
|
614
$45.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 15.47% |
$31.4K - $36.4K
|
3.71K
$274K
|