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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
500+ 7.81% |
$28K - $32.1K
|
6.9K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
493+ 3.06% |
$27.6K - $31.6K
|
16.6K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
484+ 0.83% |
$27.1K - $31K
|
58.5K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
482+ 11.9% |
$27K - $30.9K
|
4.53K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
437+ 3.63% |
$24.5K - $28K
|
12.5K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
429+ 11.44% |
$24K - $27.5K
|
4.18K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
405+ 2.47% |
$22.7K - $26K
|
16.8K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370+ 4.06% |
$20.7K - $23.7K
|
9.49K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
305New |
$17.1K - $19.6K
|
305
$18.7K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
285+ 1.28% |
$16K - $18.3K
|
22.6K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
233+ 0.22% |
$13K - $14.9K
|
106K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
224+ 100.0% |
$12.5K - $14.4K
|
448
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
222+ 0.92% |
$12.4K - $14.2K
|
24.4K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
178New |
$9.96K - $11.4K
|
178
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
164+ 25.99% |
$9.18K - $10.5K
|
795
$48.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
149New |
$8.34K - $9.56K
|
149
$9.13K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143+ 1.8% |
$8K - $9.17K
|
8.09K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
138+ 2.94% |
$7.72K - $8.85K
|
4.84K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
117+ 0.66% |
$6.55K - $7.5K
|
17.9K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
115+ 2.87% |
$6.44K - $7.37K
|
4.12K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 10.98% |
$3.75K - $4.3K
|
677
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
66New |
$3.69K - $4.23K
|
66
$4.04K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 0.14% |
$3.69K - $4.23K
|
46.5K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$3.19K - $3.66K
|
57
$3.49K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$2.57K - $2.95K
|
46
$2.82K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39New |
$2.18K - $2.5K
|
39
$2.39K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24+ 0.3% |
$1.34K - $1.54K
|
8.11K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
6+ 0.21% |
$336 - $385
|
2.81K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.13% |
$168 - $192
|
2.36K
$145K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$112 - $128
|
3.59K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$56 - $64.1
|
603
$37K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.19% |
$56 - $64.1
|
526
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-30- 0.8% |
$1.68K - $1.92K
|
3.71K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31- 0.75% |
$1.74K - $1.99K
|
4.12K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-34- 25.37% |
$1.9K - $2.18K
|
100
$6.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 40.32% |
$2.8K - $3.21K
|
74
$4.53K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-71- 0.3% |
$3.97K - $4.55K
|
23.3K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-76- 70.37% |
$4.25K - $4.87K
|
32
$1.96K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-85- 81.73% |
$4.76K - $5.45K
|
19
$1.16K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96- 2.22% |
$5.37K - $6.16K
|
4.23K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-101- 38.4% |
$5.65K - $6.48K
|
162
$9.93K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 1.89% |
$6.21K - $7.12K
|
5.77K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-133- 0.63% |
$7.44K - $8.53K
|
21.1K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-207- 0.77% |
$11.6K - $13.3K
|
26.7K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-222- 0.64% |
$12.4K - $14.2K
|
34.5K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-242- 3.21% |
$13.5K - $15.5K
|
7.3K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-247- 2.08% |
$13.8K - $15.8K
|
11.6K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-281- 0.57% |
$15.7K - $18K
|
49.1K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-287- 17.07% |
$16.1K - $18.4K
|
1.39K
$85.4K
|