Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-86- 0.84% |
$5.25K - $6.67K
|
10.1K
$829K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-91- 0.28% |
$5.55K - $7.06K
|
32.9K
$2.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-108- 16.54% |
$6.59K - $8.37K
|
545
$44.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-130- 18.87% |
$7.93K - $10.1K
|
559
$45.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-163- 1.1% |
$9.94K - $12.6K
|
14.7K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-198- 1.33% |
$12.1K - $15.4K
|
14.7K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-226- 0.74% |
$13.8K - $17.5K
|
30.5K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-240- 2.18% |
$14.6K - $18.6K
|
10.8K
$880K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-274- 7.32% |
$16.7K - $21.2K
|
3.47K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-283- 1.05% |
$17.3K - $21.9K
|
26.6K
$2.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-285- 4.5% |
$17.4K - $22.1K
|
6.05K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-293- 3.44% |
$17.9K - $22.7K
|
8.23K
$673K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-344- 1.61% |
$21K - $26.7K
|
21K
$1.72M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-368- 5.3% |
$22.4K - $28.5K
|
6.58K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-392- 7.09% |
$23.9K - $30.4K
|
5.13K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-455- 4.18% |
$27.8K - $35.3K
|
10.4K
$854K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-473- 1.24% |
$28.8K - $36.7K
|
37.6K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-564- 1.29% |
$34.4K - $43.7K
|
43.1K
$3.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 58.42% |
$36.6K - $46.5K
|
427
$34.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-607- 54.83% |
$37K - $47.1K
|
500
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-656- 4.18% |
$40K - $50.9K
|
15K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-658- 4.15% |
$40.1K - $51K
|
15.2K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-769- 2.49% |
$46.9K - $59.6K
|
30.2K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-815- 12.26% |
$49.7K - $63.2K
|
5.84K
$477K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 5.53% |
$64.2K - $81.6K
|
18K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.17K- 14.14% |
$71.3K - $90.6K
|
7.1K
$581K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.19K- 25.77% |
$72.5K - $92.2K
|
3.42K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 5.86% |
$76.7K - $97.5K
|
20.2K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 16.94% |
$93K - $118K
|
7.48K
$612K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.72K- 7.08% |
$105K - $133K
|
22.5K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.86K- 16.14% |
$113K - $144K
|
9.64K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.05K- 2.21% |
$125K - $159K
|
90.8K
$7.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 11.55% |
$139K - $177K
|
17.5K
$1.43M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.69K- 22.62% |
$164K - $208K
|
9.19K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.69K- 44.27% |
$225K - $286K
|
4.65K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-4.28K- 4.85% |
$261K - $332K
|
84K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.41K- 38.78% |
$269K - $342K
|
6.96K
$569K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.41K- 10.44% |
$330K - $420K
|
46.4K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.96K- 12.99% |
$546K - $695K
|
60K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 8.79% |
$654K - $831K
|
111K
$9.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 18.93% |
$693K - $881K
|
48.6K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.7K- 11.33% |
$837K - $1.06M
|
107K
$8.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.2K- 16.47% |
$924K - $1.17M
|
76.8K
$6.29M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.2K- 16.47% |
$924K - $1.17M
|
76.8K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.5K- 99.89% |
$1.01M - $1.28M
|
19
$1.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.4K- 18.62% |
$1.43M - $1.81M
|
102K
$8.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-35.6K- 26.74% |
$2.17M - $2.76M
|
97.4K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53.7K- 76.17% |
$3.28M - $4.16M
|
16.8K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.7K- 21.87% |
$3.4M - $4.32M
|
199K
$16.3M
|