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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 0.37% |
$1.69K - $1.89K
|
6.7K
$505K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-32- 0.5% |
$2.16K - $2.42K
|
6.34K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35Closed |
$2.36K - $2.64K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-37- 0.07% |
$2.49K - $2.79K
|
49.8K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-39- 55.71% |
$2.63K - $2.95K
|
31
$2.34K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-47- 0.39% |
$3.17K - $3.55K
|
11.9K
$895K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-52- 17.22% |
$3.51K - $3.93K
|
250
$18.8K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-65- 1.95% |
$4.38K - $4.91K
|
3.26K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75- 0.9% |
$5.06K - $5.67K
|
8.27K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-80- 1.44% |
$5.39K - $6.04K
|
5.49K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82- 0.15% |
$5.53K - $6.19K
|
55.7K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-101- 2.14% |
$6.81K - $7.63K
|
4.61K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-104Closed |
$7.01K - $7.86K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-127- 72.57% |
$8.56K - $9.59K
|
48
$3.62K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-147- 0.25% |
$9.91K - $11.1K
|
59.1K
$4.45M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-155- 7.14% |
$10.5K - $11.7K
|
2.02K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-186- 2.72% |
$12.5K - $14.1K
|
6.65K
$501K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-239- 0.77% |
$16.1K - $18.1K
|
30.9K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-261- 0.43% |
$17.6K - $19.7K
|
60.1K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-263- 1.74% |
$17.7K - $19.9K
|
14.9K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-266- 0.98% |
$17.9K - $20.1K
|
26.9K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-430- 91.49% |
$29K - $32.5K
|
40
$3.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-474- 2.43% |
$32K - $35.8K
|
19K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-562- 3.46% |
$37.9K - $42.5K
|
15.7K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-585- 13.52% |
$39.4K - $44.2K
|
3.74K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-840- 73.94% |
$56.6K - $63.5K
|
296
$22.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-864- 1.89% |
$58.3K - $65.3K
|
45K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.05K- 5.45% |
$71.1K - $79.6K
|
18.3K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 6.17% |
$78.4K - $87.8K
|
17.7K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 2.98% |
$78.9K - $88.4K
|
38.1K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.33K- 4.71% |
$89.5K - $100K
|
26.8K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 10.81% |
$113K - $127K
|
13.9K
$1.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.97K- 29.71% |
$200K - $224K
|
7.02K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.13K- 17.43% |
$211K - $237K
|
14.8K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.69K- 15.53% |
$249K - $278K
|
20K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.66K- 4.59% |
$449K - $503K
|
138K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.21K- 32.42% |
$486K - $545K
|
15K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7.59K- 32.38% |
$512K - $573K
|
15.8K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.96K- 44.88% |
$604K - $677K
|
11K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.9K- 5.87% |
$1.07M - $1.2M
|
255K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17K- 19.46% |
$1.15M - $1.28M
|
70.3K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 66.81% |
$1.22M - $1.37M
|
9K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 39.77% |
$1.36M - $1.52M
|
30.4K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-40.2K- 57.46% |
$2.71M - $3.04M
|
29.8K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.6K- 31.66% |
$2.87M - $3.22M
|
92K
$6.93M
|