Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr U S Mult (FLRG)
This table provides information about the institutional ownership of Fidelity Covington Tr U S Mult (FLRG) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR U S MULT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
195KNew |
$6.31M - $6.97M
|
195K
$6.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172K+ 15.03% |
$5.58M - $6.17M
|
1.32M
$46M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.5KNew |
$1.25M - $1.38M
|
38.5K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 272.63% |
$1.15M - $1.27M
|
48.6K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 8.18% |
$596K - $658K
|
243K
$8.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11K+ 53.78% |
$357K - $394K
|
31.5K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.79KNew |
$252K - $279K
|
7.79K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.03KNew |
$227K - $251K
|
7.03K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.27KNew |
$203K - $224K
|
6.27K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93KNew |
$160K - $176K
|
4.93K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.92K+ 7.07% |
$159K - $176K
|
74.5K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.31K+ 26.95% |
$74.7K - $82.6K
|
10.9K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
422New |
$13.7K - $15.1K
|
422
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
312+ 1.56% |
$10.1K - $11.2K
|
20.3K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
129+ 0.66% |
$4.18K - $4.61K
|
19.5K
$681K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$3.24K - $3.58K
|
100
$3.49K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7New |
$227 - $250
|
7
$244
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.45% |
$129 - $143
|
900
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 9.32% |
$486 - $537
|
146
$5.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-396- 2.05% |
$12.8K - $14.2K
|
18.9K
$660K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-983- 3.79% |
$31.8K - $35.2K
|
25K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 13.08% |
$158K - $174K
|
32.3K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9K- 23.61% |
$450K - $497K
|
45K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.8K- 1.85% |
$512K - $565K
|
838K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.2K- 24.92% |
$556K - $614K
|
51.7K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.5K- 65.02% |
$697K - $770K
|
11.6K
$404K
|