Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Divid Et (FDRR)
This table provides information about the institutional ownership of Fidelity Covington Tr Divid Et (FDRR) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR DIVID ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
133KNew |
$5.84M - $7.2M
|
133K
$7.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
52.4K+ 994.42% |
$2.3M - $2.84M
|
57.6K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.4K+ 26.92% |
$2.17M - $2.68M
|
233K
$13.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.1K+ 52.51% |
$1.85M - $2.28M
|
122K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 42.68% |
$720K - $887K
|
54.7K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$576K - $710K
|
13.1K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.7KNew |
$427K - $526K
|
9.7K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.77KNew |
$386K - $475K
|
8.77K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.8K+ 2.6% |
$255K - $314K
|
229K
$13.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.28KNew |
$188K - $232K
|
4.28K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.88KNew |
$171K - $210K
|
3.88K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 10.06% |
$163K - $201K
|
40.6K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9K+ 3.49% |
$127K - $157K
|
86K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
2.33K+ 2.75% |
$103K - $127K
|
87.2K
$5.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.28K+ 5.76% |
$100K - $123K
|
41.8K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.28K+ 144.17% |
$100K - $123K
|
3.85K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.22K+ 42.37% |
$97.4K - $120K
|
7.44K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 5.4% |
$45.9K - $56.6K
|
20.4K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
601+ 200.33% |
$26.4K - $32.6K
|
901
$53K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
497+ 6.97% |
$21.9K - $27K
|
7.63K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
350New |
$15.4K - $19K
|
350
$20.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
340+ 1.93% |
$15K - $18.4K
|
18K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
190+ 2.69% |
$8.36K - $10.3K
|
7.26K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
189+ 32.42% |
$8.31K - $10.2K
|
772
$45.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
150+ 22.12% |
$6.6K - $8.13K
|
828
$48.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134+ 1.31% |
$5.89K - $7.27K
|
10.3K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
111+ 0.06% |
$4.88K - $6.02K
|
177K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
72New |
$3.17K - $3.9K
|
72
$4.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60+ 1.23% |
$2.64K - $3.25K
|
4.93K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
48+ 17.98% |
$2.11K - $2.6K
|
315
$18.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
34+ 1.99% |
$1.5K - $1.84K
|
1.74K
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.36K
|
9.02K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.15% |
$616 - $759
|
9.39K
$553K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.51% |
$352 - $434
|
1.57K
$92.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.58% |
$132 - $163
|
524
$30.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.2% |
$132 - $163
|
1.47K
$86.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$44 - $54.2
|
1
$58.9
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23- 0.33% |
$1.01K - $1.25K
|
7.03K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-44- 1.08% |
$1.94K - $2.39K
|
4.02K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-55- 0.86% |
$2.42K - $2.98K
|
6.34K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 0.9% |
$4.4K - $5.42K
|
11K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-184- 1.94% |
$8.09K - $9.98K
|
9.29K
$547K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-265- 5.43% |
$11.7K - $14.4K
|
4.61K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-500- 6.41% |
$22K - $27.1K
|
7.3K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.07K- 1.44% |
$47.1K - $58K
|
73.5K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.28K- 13.08% |
$56.2K - $69.3K
|
8.49K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.4K- 26.27% |
$61.7K - $76K
|
3.93K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.46K- 25.74% |
$64.2K - $79.1K
|
4.21K
$248K
|