Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.1K+ 23.51% |
$6.01M - $6.31M
|
405K
$33.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 29411.11% |
$206K - $217K
|
2.66K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52KNew |
$197K - $207K
|
2.52K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.49K+ 3.58% |
$194K - $204K
|
72.1K
$5.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.34K+ 5.27% |
$104K - $110K
|
26.7K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$99.7K - $105K
|
1.28K
$105K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
481+ 1.48% |
$37.5K - $39.4K
|
32.9K
$2.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
369New |
$28.8K - $30.2K
|
369
$30.2K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
328+ 2.96% |
$25.6K - $26.9K
|
11.4K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
273+ 5.32% |
$21.3K - $22.4K
|
5.41K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
171+ 1.13% |
$13.3K - $14K
|
15.4K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16+ 0.57% |
$1.25K - $1.31K
|
2.81K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
11+ 0.36% |
$857 - $901
|
3.04K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
9+ 0.34% |
$701 - $737
|
2.69K
$220K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.32% |
$390 - $410
|
1.56K
$128K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$312 - $328
|
2.75K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$77.9 - $81.9
|
68
$5.56K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-50- 0.99% |
$3.9K - $4.1K
|
5K
$409K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-70- 12.84% |
$5.45K - $5.74K
|
475
$38.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 3.84% |
$6.16K - $6.47K
|
1.98K
$162K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-149- 0.95% |
$11.6K - $12.2K
|
15.5K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157- 1.91% |
$12.2K - $12.9K
|
8.07K
$660K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-160- 1.09% |
$12.5K - $13.1K
|
14.5K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-255- 0.82% |
$19.9K - $20.9K
|
30.7K
$2.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-258- 7.44% |
$20.1K - $21.1K
|
3.21K
$262K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-621- 6.44% |
$48.4K - $50.9K
|
9.02K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.99K- 3.35% |
$155K - $163K
|
57.4K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.29K- 15.38% |
$256K - $270K
|
18.1K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.39K- 15.94% |
$342K - $359K
|
23.1K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.41K- 19.6% |
$344K - $362K
|
18.1K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-30.3K- 70.24% |
$2.36M - $2.48M
|
12.8K
$1.05M
|