Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.19K- 3.11% |
$55.3K - $59.7K
|
37.1K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 17.91% |
$69.1K - $74.6K
|
6.82K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.69K- 11.46% |
$78.8K - $85K
|
13.1K
$880K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.78K- 7.72% |
$82.5K - $89.1K
|
21.2K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.78K- 24.89% |
$82.5K - $89.1K
|
5.36K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.07K- 2.51% |
$96.3K - $104K
|
80.4K
$5.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.46K- 13.11% |
$114K - $123K
|
16.3K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.81K- 34.76% |
$130K - $141K
|
5.27K
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-3.5K- 27.31% |
$163K - $176K
|
9.32K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.65K- 38.57% |
$170K - $183K
|
5.82K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 1.17% |
$172K - $186K
|
311K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.48K- 87.74% |
$208K - $225K
|
626
$42.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.82K- 19.13% |
$224K - $242K
|
20.4K
$1.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.35K- 50.21% |
$249K - $268K
|
5.31K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.46K- 3.6% |
$254K - $274K
|
146K
$9.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.72K- 17.81% |
$266K - $287K
|
26.4K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.11K- 8.1% |
$284K - $307K
|
69.4K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.65K- 7.77% |
$309K - $334K
|
79K
$5.31M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-11.4KClosed |
$530K - $572K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27K- 24.05% |
$1.26M - $1.36M
|
85.3K
$5.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.8K- 34.11% |
$1.62M - $1.75M
|
67.3K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42K- 39.46% |
$1.95M - $2.11M
|
64.4K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.1K- 77.19% |
$3.77M - $4.07M
|
24K
$1.61M
|