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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.15K+ 21.4% |
$229K - $243K
|
17.9K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.09KNew |
$225K - $239K
|
3.09K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.09KNew |
$225K - $238K
|
3.09K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.06KNew |
$223K - $236K
|
3.06K
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99KNew |
$218K - $231K
|
2.99K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 46.24% |
$198K - $210K
|
8.58K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
2.64KNew |
$192K - $204K
|
2.64K
$196K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.58K+ 27.25% |
$188K - $199K
|
12.1K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44K+ 10.36% |
$178K - $188K
|
25.9K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.32K+ 4.31% |
$169K - $179K
|
56.1K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.23K+ 5183.72% |
$163K - $172K
|
2.27K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.07K+ 12.49% |
$151K - $160K
|
18.6K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.82K+ 4.56% |
$133K - $141K
|
41.7K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.62K+ 22.42% |
$118K - $125K
|
8.84K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 183.84% |
$114K - $120K
|
2.41K
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.53K+ 11.25% |
$112K - $118K
|
15.1K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.52KNew |
$111K - $117K
|
1.52K
$113K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.36K+ 47.66% |
$99.4K - $105K
|
4.22K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34KNew |
$97.5K - $103K
|
1.34K
$99.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.25KNew |
$91.3K - $96.7K
|
1.25K
$93K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.21KNew |
$88.2K - $93.4K
|
1.21K
$89.9K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
1.17K+ 12.06% |
$85.4K - $90.4K
|
10.9K
$808K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 4.83% |
$84.2K - $89.2K
|
25.1K
$1.86M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.11K+ 1308.24% |
$81.1K - $85.9K
|
1.2K
$88.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 19.7% |
$80.3K - $85K
|
6.69K
$497K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$77.2K - $81.8K
|
1.06K
$78.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 4.95% |
$75K - $79.4K
|
21.8K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
945+ 13.93% |
$68.9K - $73K
|
7.73K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
913+ 30.77% |
$66.6K - $70.5K
|
3.88K
$288K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
861+ 30.04% |
$62.8K - $66.5K
|
3.73K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
600+ 133.93% |
$43.7K - $46.3K
|
1.05K
$77.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
571+ 1427.5% |
$41.6K - $44.1K
|
611
$45.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
452+ 1.53% |
$33K - $34.9K
|
29.9K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
382+ 61.02% |
$27.9K - $29.5K
|
1.01K
$74.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
351+ 1.98% |
$25.6K - $27.1K
|
18.1K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
336+ 5.25% |
$24.5K - $25.9K
|
6.74K
$501K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
317+ 7.93% |
$23.1K - $24.5K
|
4.31K
$320K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
294+ 1.04% |
$21.4K - $22.7K
|
28.6K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
260New |
$19K - $20.1K
|
260
$19.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246New |
$17.9K - $19K
|
246
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
244New |
$17.8K - $18.8K
|
244
$18.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
234+ 2.82% |
$17.1K - $18.1K
|
8.52K
$633K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
202+ 3.31% |
$14.7K - $15.6K
|
6.31K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
184New |
$13.4K - $14.2K
|
184
$13.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
171+ 348.98% |
$12.5K - $13.2K
|
220
$16.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$11.9K - $12.6K
|
7.12K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
136+ 0.37% |
$9.92K - $10.5K
|
37.3K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.39% |
$9.55K - $10.1K
|
4K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
97+ 1.0% |
$7.07K - $7.49K
|
9.79K
$727K
|
|