Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Fin (FNCL)

FNCL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI FIN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
140K
+ 99.96%
$6.04M - $7.34M
280K $19.3M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
112K
New
$4.85M - $5.89M
112K $7.72M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
104K
New
$4.47M - $5.43M
104K $7.13M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
80.6K
+ 5.57%
$3.48M - $4.23M
1.53M $105M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
67.6K
New
$2.92M - $3.55M
67.6K $4.65M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
67K
+ 1016.93%
$2.9M - $3.52M
73.6K $5.07M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
35.4K
New
$1.53M - $1.86M
35.4K $2.44M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
34.8K
+ 1.58%
$1.5M - $1.83M
2.24M $154M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
33.2K
+ 94.68%
$1.43M - $1.74M
68.3K $4.7M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
32.9K
+ 35.64%
$1.42M - $1.73M
125K $8.62M
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
21.5K
+ 4.39%
$929K - $1.13M
512K $35.2M
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
17.5K
New
$755K - $917K
17.5K $1.2M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
12.4K
New
$537K - $652K
12.4K $856K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.86K
+ 39.16%
$426K - $517K
35K $2.41M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.55K
+ 27.28%
$413K - $501K
44.6K $3.07M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
9.41K
+ 12.81%
$406K - $494K
82.8K $5.7M
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
6.71K
+ 39.11%
$290K - $352K
23.9K $1.64M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
4.79K
New
$207K - $252K
4.79K $330K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
4.74K
+ 71.4%
$205K - $249K
11.4K $783K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.91K
+ 7.23%
$126K - $153K
43.1K $2.97M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.36K
+ 4.64%
$102K - $124K
53.3K $3.67M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
2.23K
New
$96.1K - $117K
2.23K $153K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.2K
+ 3.62%
$95.1K - $116K
63.1K $4.34M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1.83K
+ 65.17%
$79.2K - $96.2K
4.65K $320K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.48K
+ 16.37%
$63.8K - $77.5K
10.5K $722K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.44K
New
$62K - $75.4K
1.44K $98.9K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.34K
New
$58K - $70.5K
1.34K $92.5K
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
955
+ 22.23%
$41.2K - $50.1K
5.25K $361K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
861
New
$37.2K - $45.2K
861 $59.2K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
684
+ 4.49%
$29.5K - $35.9K
15.9K $1.1M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
672
+ 14.01%
$29K - $35.3K
5.47K $376K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
656
+ 43.41%
$28.3K - $34.4K
2.17K $149K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
489
New
$21.1K - $25.7K
489 $33.6K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
426
+ 219.59%
$18.4K - $22.4K
620 $42.7K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
401
+ 679.66%
$17.3K - $21K
460 $31.7K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
344
+ 1.02%
$14.9K - $18.1K
34.2K $2.35M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
261
+ 5.36%
$11.3K - $13.7K
5.13K $353K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
243
+ 0.85%
$10.5K - $12.8K
28.7K $1.97M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
228
New
$9.85K - $12K
228 $15.7K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
200
+ 13.1%
$8.64K - $10.5K
1.73K $119K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
185
+ 0.27%
$7.99K - $9.71K
68.2K $4.69M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
160
New
$6.91K - $8.4K
160 $11K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
154
+ 0.57%
$6.65K - $8.08K
27.1K $1.86M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
154
New
$6.65K - $8.08K
154 $10.6K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
153
New
$6.61K - $8.03K
153 $10.5K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
132
+ 111.86%
$5.7K - $6.93K
250 $17.2K
Aug 23, 2023 Q1 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
81
+ 0.63%
$3.5K - $4.25K
13K $894K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
77
+ 10.62%
$3.32K - $4.04K
802 $55.2K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
52
+ 6.24%
$2.25K - $2.73K
885 $60.9K

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