Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.4KNew |
$1.06M - $1.29M
|
54.4K
$1.34M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 10.33% |
$977K - $1.19M
|
537K
$13.2M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.3K+ 78.6% |
$570K - $694K
|
66.6K
$1.64M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 26.93% |
$448K - $546K
|
109K
$2.68M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
22.9K+ 92.4% |
$445K - $542K
|
47.6K
$1.17M
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
15.5KNew |
$301K - $367K
|
15.5K
$382K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 31.46% |
$238K - $291K
|
51.2K
$1.26M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5K+ 22.54% |
$204K - $248K
|
57K
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.76K+ 201.94% |
$190K - $231K
|
14.6K
$360K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.43KNew |
$86.1K - $105K
|
4.43K
$109K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.1K+ 488.33% |
$60.2K - $73.4K
|
3.73K
$92K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.02KNew |
$58.7K - $71.6K
|
3.02K
$74.5K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.34% |
$48.2K - $58.7K
|
16.8K
$414K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 38.52% |
$35.6K - $43.4K
|
6.58K
$162K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 13.56% |
$27.2K - $33.1K
|
11.7K
$289K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 6.66% |
$19.5K - $23.7K
|
16K
$395K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
168New |
$3.27K - $3.98K
|
168
$4.14K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95+ 0.98% |
$1.85K - $2.25K
|
9.83K
$242K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
41+ 0.44% |
$797 - $972
|
9.43K
$233K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 1.99% |
$97.2 - $119
|
256
$6.32K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
$19.4 - $23.7
|
806
$19.9K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$19.4 - $23.7
|
1
$24.7
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-29- 0.08% |
$564 - $687
|
37.1K
$914K
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-540- 3.81% |
$10.5K - $12.8K
|
13.6K
$336K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-674- 3.5% |
$13.1K - $16K
|
18.6K
$459K
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.05K- 3.84% |
$20.4K - $24.8K
|
26.2K
$647K
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 9.31% |
$28.1K - $34.3K
|
14.1K
$348K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.59K- 7.96% |
$31K - $37.8K
|
18.4K
$454K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.76K- 2.86% |
$34.3K - $41.8K
|
60K
$1.48M
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2K- 3.46% |
$38.9K - $47.4K
|
55.9K
$1.38M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.84K- 9.32% |
$55.2K - $67.3K
|
27.6K
$682K
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-7.59K- 1.98% |
$148K - $180K
|
376K
$9.27M
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-14.2K- 18.62% |
$276K - $337K
|
62.1K
$1.53M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 17.66% |
$357K - $435K
|
85.5K
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51K- 37.16% |
$991K - $1.21M
|
86.2K
$2.13M
|