Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.71K- 17.83% |
$156K - $175K
|
12.5K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.59K- 24.83% |
$149K - $167K
|
7.84K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.49K- 10.74% |
$85.8K - $96K
|
12.4K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.07K- 8.0% |
$61.8K - $69.1K
|
12.3K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 67.02% |
$28.8K - $32.3K
|
246
$16.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-300- 75.0% |
$17.3K - $19.4K
|
100
$6.87K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-180- 4.23% |
$10.4K - $11.6K
|
4.08K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-157- 2.9% |
$9.06K - $10.1K
|
5.27K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88- 1.31% |
$5.08K - $5.68K
|
6.61K
$454K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 0.51% |
$4.62K - $5.16K
|
15.7K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-77- 1.89% |
$4.44K - $4.97K
|
3.99K
$274K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-356- 5.29% |
$19.8K - $21.3K
|
6.37K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-289- 65.83% |
$16.1K - $17.3K
|
150
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-220- 35.48% |
$12.2K - $13.1K
|
400
$27.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-113- 40.36% |
$6.28K - $6.75K
|
167
$11.5K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.33K- 75.14% |
$175K - $198K
|
1.1K
$75.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-200- 66.67% |
$10.5K - $11.9K
|
100
$6.87K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-157- 1.04% |
$8.26K - $9.33K
|
14.9K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-100- 23.53% |
$5.26K - $5.94K
|
325
$22.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29- 4.43% |
$1.53K - $1.72K
|
626
$43K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.49% |
$1.05K - $1.19K
|
4.07K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12- 0.27% |
$631 - $713
|
4.39K
$302K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.6K- 59.18% |
$865K - $1.06M
|
13.6K
$931K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-260- 63.57% |
$11.4K - $14K
|
149
$10.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-50- 0.2% |
$2.2K - $2.69K
|
24.4K
$1.68M
|
|
| Q3 2023 | |||||||
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-11.4KClosed |
$530K - $572K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.65K- 7.77% |
$309K - $334K
|
79K
$5.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.69K- 11.46% |
$78.8K - $85K
|
13.1K
$899K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-754- 2.66% |
$35.1K - $37.8K
|
27.6K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 25.3% |
$23.3K - $25.1K
|
1.48K
$101K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 74.35% |
$9.3K - $10K
|
69
$4.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 14.6% |
$930 - $1K
|
117
$8.04K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-12.5K- 71.8% |
$543K - $592K
|
4.93K
$339K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-10.2K- 74.99% |
$442K - $482K
|
3.41K
$234K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.6K- 68.91% |
$932K - $1.13M
|
9.74K
$670K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.47K- 77.28% |
$63.6K - $77.3K
|
433
$29.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-692- 88.83% |
$29.9K - $36.3K
|
87
$5.98K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-505- 22.6% |
$21.8K - $26.5K
|
1.73K
$119K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-110- 1.52% |
$4.75K - $5.77K
|
7.12K
$489K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 15.38% |
$4.32K - $5.25K
|
550
$37.8K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-26- 6.33% |
$1.12K - $1.36K
|
385
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.12% |
$173 - $210
|
3.39K
$233K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-278K- 86.82% |
$12M - $14.2M
|
42.2K
$2.9M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.09K- 26.35% |
$134K - $158K
|
8.64K
$594K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1K- 98.33% |
$43.2K - $51.2K
|
17
$1.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-948- 2.25% |
$41K - $48.5K
|
41.1K
$2.82M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-637- 72.3% |
$27.5K - $32.6K
|
244
$16.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-576- 6.57% |
$24.9K - $29.5K
|
8.19K
$563K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-272- 0.4% |
$11.8K - $13.9K
|
67.4K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 47.34% |
$3.46K - $4.1K
|
89
$6.12K
|
|