Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
212K+ 16.08% |
$6.31M - $7.63M
|
1.53M
$58.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.5K+ 2215.21% |
$1.23M - $1.49M
|
43.4K
$1.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
39K+ 20.03% |
$1.16M - $1.4M
|
234K
$8.88M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.5K+ 135.33% |
$758K - $916K
|
44.3K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.9K+ 267.78% |
$621K - $750K
|
28.7K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.43K+ 86.73% |
$281K - $339K
|
20.3K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.54KNew |
$254K - $307K
|
8.54K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.9K+ 2.84% |
$205K - $248K
|
250K
$9.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.57K+ 93.47% |
$195K - $236K
|
13.6K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.53KNew |
$194K - $235K
|
6.53K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6.23KNew |
$185K - $224K
|
6.23K
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
6.16KNew |
$183K - $221K
|
6.16K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.07K+ 6.81% |
$151K - $182K
|
79.6K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5KNew |
$149K - $180K
|
5K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9K+ 12.73% |
$146K - $176K
|
43.4K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.4K+ 10.79% |
$101K - $122K
|
34.9K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 7.39% |
$98.9K - $120K
|
48.3K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.31K+ 11.84% |
$68.8K - $83.2K
|
21.9K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.52KNew |
$45.2K - $54.6K
|
1.52K
$57.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.31K+ 6.91% |
$38.9K - $47K
|
20.2K
$767K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.26KNew |
$37.4K - $45.2K
|
1.26K
$47.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
783+ 185.55% |
$23.3K - $28.1K
|
1.21K
$45.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
640New |
$19K - $23K
|
640
$24.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
593+ 1.15% |
$17.6K - $21.3K
|
52.3K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447New |
$13.3K - $16.1K
|
447
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
217New |
$6.45K - $7.8K
|
217
$8.24K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.7 - $36
|
1
$38
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.44% |
$119 - $144
|
896
$34K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.28K- 5.12% |
$38K - $45.9K
|
23.7K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 0.15% |
$38.6K - $46.7K
|
836K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.72K- 32.12% |
$111K - $134K
|
7.87K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.1K- 14.62% |
$211K - $255K
|
41.5K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 41.77% |
$402K - $486K
|
18.8K
$715K
|