Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
147K+ 107.38% |
$9.9M - $11.1M
|
284K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
88.5K+ 10.59% |
$5.97M - $6.69M
|
924K
$69.7M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
88.2KNew |
$5.95M - $6.66M
|
88.2K
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.3KNew |
$5.14M - $5.76M
|
76.3K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.9K+ 295.38% |
$3.97M - $4.45M
|
78.9K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.5K+ 487.87% |
$3.95M - $4.42M
|
70.5K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49K+ 3.2% |
$3.31M - $3.7M
|
1.58M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.3K+ 6.39% |
$3.05M - $3.42M
|
755K
$56.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$2.73M - $3.06M
|
40.5K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.4K+ 33.48% |
$2.05M - $2.3M
|
121K
$9.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 20.37% |
$2.03M - $2.28M
|
178K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.3K+ 602.68% |
$1.91M - $2.14M
|
33K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 24.74% |
$1.68M - $1.88M
|
126K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5K+ 35.78% |
$1.65M - $1.85M
|
92.8K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.1K+ 41.77% |
$1.49M - $1.67M
|
74.9K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
21.4KNew |
$1.44M - $1.61M
|
21.4K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
18.8K+ 75.37% |
$1.27M - $1.42M
|
43.7K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$1.2M - $1.35M
|
17.8K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 535.73% |
$1.12M - $1.26M
|
19.8K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.6K+ 1656500.0% |
$1.12M - $1.25M
|
16.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
15.8KNew |
$1.06M - $1.19M
|
15.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.7K+ 3085.85% |
$1.06M - $1.19M
|
16.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
12K+ 80.7% |
$810K - $908K
|
26.9K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.9KNew |
$801K - $898K
|
11.9K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$741K - $830K
|
11K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.13KNew |
$615K - $689K
|
9.13K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.7K+ 14.44% |
$587K - $657K
|
69K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.96KNew |
$536K - $601K
|
7.96K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.37K+ 215.89% |
$497K - $556K
|
10.8K
$812K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.74K+ 134.99% |
$387K - $433K
|
9.99K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.5KNew |
$371K - $416K
|
5.5K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.28K+ 8.99% |
$288K - $323K
|
51.8K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.16KNew |
$281K - $314K
|
4.16K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.02KNew |
$271K - $304K
|
4.02K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.73KNew |
$251K - $281K
|
3.73K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$236K - $265K
|
3.5K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.42KNew |
$230K - $258K
|
3.42K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.72K+ 8.95% |
$184K - $206K
|
33.1K
$2.5M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.37K+ 25.99% |
$160K - $179K
|
11.5K
$866K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.19K+ 25.65% |
$147K - $165K
|
10.7K
$807K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.12K+ 22.93% |
$143K - $160K
|
11.4K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.01K+ 1.53% |
$135K - $152K
|
133K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85K+ 1.54% |
$125K - $140K
|
122K
$9.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.83K+ 2.89% |
$123K - $138K
|
65.1K
$4.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 0.64% |
$118K - $132K
|
275K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.59K+ 23.61% |
$107K - $120K
|
8.34K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 1472.28% |
$100K - $112K
|
1.59K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.34K+ 35.98% |
$90K - $101K
|
5.05K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.22K+ 8.1% |
$82.1K - $92K
|
16.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.14K+ 22.75% |
$76.6K - $85.8K
|
6.13K
$462K
|