Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
205KNew |
$13M - $15M
|
205K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
65.4KNew |
$4.13M - $4.79M
|
65.4K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
47.5K+ 17.49% |
$3M - $3.48M
|
319K
$23.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.8KNew |
$1.5M - $1.74M
|
23.8K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21K+ 310.29% |
$1.33M - $1.54M
|
27.8K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$634K - $736K
|
10K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
7.32KNew |
$463K - $537K
|
7.32K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.88KNew |
$434K - $504K
|
6.88K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6.84K+ 13.25% |
$432K - $501K
|
58.4K
$4.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.77KNew |
$301K - $350K
|
4.77K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.16KNew |
$263K - $305K
|
4.16K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.02K+ 18.49% |
$254K - $294K
|
25.7K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
3.84K+ 158.78% |
$243K - $282K
|
6.26K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.73KNew |
$236K - $274K
|
3.73K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.58K+ 7.35% |
$226K - $263K
|
52.4K
$3.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.42KNew |
$216K - $251K
|
3.42K
$250K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41KNew |
$215K - $250K
|
3.41K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
3.26KNew |
$206K - $239K
|
3.26K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.24KNew |
$205K - $237K
|
3.24K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.24KNew |
$204K - $237K
|
3.24K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.17KNew |
$200K - $232K
|
3.17K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3KNew |
$190K - $220K
|
3K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96KNew |
$187K - $217K
|
2.96K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.69K+ 12.2% |
$170K - $197K
|
24.7K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 163.36% |
$157K - $182K
|
4K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.64K+ 32.93% |
$104K - $120K
|
6.62K
$484K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.42KNew |
$89.9K - $104K
|
1.42K
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 5.66% |
$88.2K - $102K
|
26K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
770+ 5.76% |
$48.7K - $56.4K
|
14.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 15.47% |
$31.4K - $36.4K
|
3.71K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
423New |
$26.7K - $31K
|
423
$30.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
355New |
$22.4K - $26K
|
355
$26K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
245New |
$15.5K - $18K
|
245
$17.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
213+ 8.33% |
$13.5K - $15.6K
|
2.77K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
182+ 4.83% |
$11.5K - $13.3K
|
3.95K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
173New |
$10.9K - $12.7K
|
173
$12.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
147+ 2.47% |
$9.29K - $10.8K
|
6.11K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
125+ 961.54% |
$7.9K - $9.16K
|
138
$10.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
116New |
$7.33K - $8.5K
|
116
$8.49K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
112+ 24.89% |
$7.08K - $8.21K
|
562
$41.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
111+ 2.69% |
$7.01K - $8.14K
|
4.23K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
111+ 0.37% |
$7.01K - $8.14K
|
29.8K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
102+ 1.76% |
$6.45K - $7.48K
|
5.9K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
71+ 7.16% |
$4.49K - $5.21K
|
1.06K
$77.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$4.17K - $4.84K
|
66
$4.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
53+ 0.96% |
$3.35K - $3.89K
|
5.58K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.1% |
$1.9K - $2.2K
|
30.8K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14+ 0.34% |
$885 - $1.03K
|
4.19K
$307K
|