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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
867+ 3.08% |
$58.5K - $65.5K
|
29K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
800New |
$53.9K - $60.4K
|
800
$60.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
800+ 24.23% |
$53.9K - $60.4K
|
4.1K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
772+ 7.63% |
$52.1K - $58.3K
|
10.9K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
738+ 9.36% |
$49.8K - $55.7K
|
8.62K
$650K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
678+ 2.26% |
$45.7K - $51.2K
|
30.7K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
653New |
$44K - $49.3K
|
653
$49.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
633+ 16.66% |
$42.7K - $47.8K
|
4.43K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
548+ 3.71% |
$37K - $41.4K
|
15.3K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
472+ 13.67% |
$31.8K - $35.7K
|
3.92K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
446+ 1.47% |
$30.1K - $33.7K
|
30.8K
$2.32M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
433New |
$29.2K - $32.7K
|
433
$32.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
410+ 12.33% |
$27.6K - $31K
|
3.74K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
406+ 7.93% |
$27.4K - $30.7K
|
5.53K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
386+ 1.62% |
$26K - $29.2K
|
24.2K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
358+ 1.51% |
$24.1K - $27K
|
24.1K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
275New |
$18.5K - $20.8K
|
275
$20.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
266+ 3.85% |
$17.9K - $20.1K
|
7.18K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
252+ 3.77% |
$17K - $19K
|
6.95K
$523K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
233+ 2.01% |
$15.7K - $17.6K
|
11.8K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
161+ 894.44% |
$10.9K - $12.2K
|
179
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
149+ 1.48% |
$10K - $11.3K
|
10.2K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
146+ 0.48% |
$9.84K - $11K
|
30.5K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$9.44K - $10.6K
|
140
$10.6K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
121+ 1.1% |
$8.16K - $9.14K
|
11.1K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
100New |
$6.74K - $7.55K
|
100
$7.54K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$6.74K - $7.55K
|
100
$7.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 58.79% |
$6.54K - $7.33K
|
262
$19.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77+ 1.95% |
$5.19K - $5.82K
|
4.03K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60+ 260.87% |
$4.05K - $4.53K
|
83
$6.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59New |
$3.98K - $4.46K
|
59
$4.45K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
57New |
$3.84K - $4.31K
|
57
$4.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 1025.0% |
$2.76K - $3.1K
|
45
$3.39K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33+ 0.93% |
$2.23K - $2.49K
|
3.6K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.15% |
$2.23K - $2.49K
|
21.5K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
33New |
$2.23K - $2.49K
|
33
$2.49K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
31+ 0.22% |
$2.09K - $2.34K
|
14.2K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 2.15% |
$1.82K - $2.04K
|
1.29K
$96.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
23+ 0.22% |
$1.55K - $1.74K
|
10.4K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
20New |
$1.35K - $1.51K
|
20
$1.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 222.22% |
$1.35K - $1.51K
|
29
$2.19K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.29% |
$809 - $906
|
4.12K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$674 - $755
|
3.22K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4+ 0.15% |
$270 - $302
|
2.72K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.03% |
$67.4 - $75.5
|
3.5K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.44% |
$67.4 - $75.5
|
228
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 20.27% |
$1.01K - $1.13K
|
59
$4.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18- 26.47% |
$1.21K - $1.36K
|
50
$3.77K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-24- 0.43% |
$1.62K - $1.81K
|
5.62K
$424K
|