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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
97+ 1.0% |
$7.07K - $7.49K
|
9.79K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
62New |
$4.52K - $4.79K
|
62
$4.6K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 10.91% |
$4.37K - $4.63K
|
610
$45.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
47+ 0.26% |
$3.43K - $3.63K
|
18.1K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$1.9K - $2.01K
|
8.78K
$652K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 1.55% |
$1.39K - $1.47K
|
1.24K
$92.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.25% |
$1.02K - $1.08K
|
5.51K
$409K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.3% |
$656 - $695
|
3.02K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.26% |
$583 - $618
|
3.15K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.23% |
$510 - $541
|
3.04K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
7+ 0.2% |
$510 - $541
|
3.58K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6+ 0.15% |
$437 - $463
|
4.06K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.15% |
$365 - $386
|
3.28K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$219 - $232
|
12.4K
$918K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.37% |
$146 - $154
|
545
$40.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$72.9 - $77.2
|
418
$31K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$72.9 - $77.2
|
734
$54.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.2% |
$72.9 - $77.2
|
502
$37.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
17.8KNew |
$1.08M - $1.31M
|
17.8K
$1.32M
|
|
|
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
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
5.94K+ 70.32% |
$363K - $440K
|
14.4K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.69KNew |
$287K - $347K
|
4.69K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.24K+ 12.87% |
$259K - $314K
|
37.2K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.76KNew |
$230K - $279K
|
3.76K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.51K+ 8.22% |
$153K - $185K
|
33K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.98K+ 406.57% |
$121K - $147K
|
2.47K
$183K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.5K+ 28.4% |
$91.3K - $111K
|
6.76K
$502K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.1KNew |
$67.2K - $81.4K
|
1.1K
$81.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
942+ 15.27% |
$57.5K - $69.7K
|
7.11K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
889New |
$54.3K - $65.8K
|
889
$66K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
812+ 203.0% |
$49.6K - $60.1K
|
1.21K
$90K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
700New |
$42.8K - $51.8K
|
700
$52K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
672+ 2.07% |
$41K - $49.8K
|
33.2K
$2.46M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
600New |
$36.6K - $44.4K
|
600
$44.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
510+ 5.06% |
$31.2K - $37.8K
|
10.6K
$787K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$28K - $34K
|
459
$34.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
362New |
$22.1K - $26.8K
|
362
$26.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
346New |
$21.1K - $25.6K
|
346
$25.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75New |
$4.58K - $5.55K
|
75
$5.57K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 3.32% |
$3.54K - $4.29K
|
1.8K
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
49New |
$2.99K - $3.63K
|
49
$3.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48New |
$2.93K - $3.55K
|
48
$3.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.87% |
$1.59K - $1.93K
|
3K
$223K
|
|