Purchases and Sales Made in Q2 2025 in Fidelity Covington Trust High (FDHY)
This table provides information about the institutional ownership of Fidelity Covington Trust High (FDHY) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TRUST HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.1K+ 97.19% |
$1.62M - $1.72M
|
71.3K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.57KNew |
$256K - $272K
|
5.57K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
4.4K+ 14.54% |
$203K - $215K
|
34.7K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.28KNew |
$197K - $210K
|
4.28K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.25K+ 6.91% |
$149K - $159K
|
50.2K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.62K+ 11.37% |
$120K - $128K
|
25.6K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4K+ 2.14% |
$110K - $117K
|
115K
$5.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.23K+ 1.58% |
$56.4K - $59.9K
|
78.7K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
953+ 148.91% |
$43.8K - $46.6K
|
1.59K
$77.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
677+ 13.02% |
$31.1K - $33.1K
|
5.88K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
193+ 1.97% |
$8.88K - $9.44K
|
10K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
107New |
$4.92K - $5.24K
|
107
$5.24K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
81+ 1.73% |
$3.73K - $3.96K
|
4.76K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
53+ 0.93% |
$2.44K - $2.59K
|
5.76K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 16.0% |
$1.47K - $1.57K
|
232
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 1.8% |
$552 - $587
|
677
$33.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 1.95% |
$920 - $979
|
1.01K
$49.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 3.19% |
$4.6K - $4.89K
|
3.04K
$149K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-271- 0.26% |
$12.5K - $13.3K
|
104K
$5.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-357- 0.75% |
$16.4K - $17.5K
|
47.2K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-520- 6.66% |
$23.9K - $25.4K
|
7.29K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-548- 2.54% |
$25.2K - $26.8K
|
21K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-770- 7.0% |
$35.4K - $37.7K
|
10.2K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.24K- 6.02% |
$57.2K - $60.8K
|
19.4K
$950K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.35K- 9.22% |
$62.2K - $66.2K
|
13.3K
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3K- 63.0% |
$138K - $147K
|
1.76K
$86.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.8K- 72.29% |
$2.11M - $2.24M
|
17.6K
$859K
|