Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
278KNew |
$15.5M - $17.8M
|
278K
$14.9M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
75.8K+ 212.61% |
$4.24M - $4.86M
|
111K
$5.99M
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.46K+ 4.17% |
$418K - $478K
|
186K
$10M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.29K+ 5525.76% |
$408K - $468K
|
7.43K
$399K
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.61K+ 8.38% |
$314K - $360K
|
72.5K
$3.89M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.58KNew |
$200K - $230K
|
3.58K
$192K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 4.74% |
$144K - $165K
|
56.9K
$3.06M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.3K+ 24.45% |
$129K - $147K
|
11.7K
$628K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.92K+ 17.16% |
$107K - $123K
|
13.1K
$704K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 22.39% |
$82.6K - $94.7K
|
8.07K
$433K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.26K+ 7.11% |
$70.6K - $80.9K
|
19K
$1.02M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370+ 4.06% |
$20.7K - $23.7K
|
9.49K
$510K
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
222+ 0.92% |
$12.4K - $14.2K
|
24.4K
$1.31M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
115+ 2.87% |
$6.44K - $7.37K
|
4.12K
$221K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 10.98% |
$3.75K - $4.3K
|
677
$36.4K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39New |
$2.18K - $2.5K
|
39
$2.09K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.13% |
$168 - $192
|
2.36K
$127K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31- 0.75% |
$1.74K - $1.99K
|
4.12K
$221K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-34- 25.37% |
$1.9K - $2.18K
|
100
$5.37K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-308- 20.66% |
$17.2K - $19.8K
|
1.18K
$63.5K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-448- 4.1% |
$25.1K - $28.7K
|
10.5K
$563K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-853- 12.6% |
$47.7K - $54.7K
|
5.92K
$318K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.64% |
$62K - $71.1K
|
66.6K
$3.58M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.13K- 12.58% |
$63.1K - $72.3K
|
7.84K
$421K
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.23K- 7.85% |
$68.9K - $78.9K
|
14.4K
$776K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.38K- 5.31% |
$77.1K - $88.3K
|
24.6K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 2.26% |
$101K - $116K
|
77.9K
$4.18M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.5K- 10.08% |
$364K - $417K
|
58K
$3.11M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.29K- 98.22% |
$408K - $468K
|
132
$7.09K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-9.95K- 36.03% |
$557K - $638K
|
17.7K
$949K
|