Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI MAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 0.28% |
$333 - $363
|
2.55K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5+ 0.1% |
$238 - $260
|
4.8K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.41% |
$95.2 - $104
|
486
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 1.22% |
$619 - $675
|
1.05K
$52.2K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.73% |
$857 - $934
|
1.02K
$50.8K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-49- 0.13% |
$2.33K - $2.54K
|
36.5K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-59- 1.02% |
$2.81K - $3.06K
|
5.73K
$284K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 1.91% |
$6.19K - $6.75K
|
6.67K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-132- 1.74% |
$6.28K - $6.85K
|
7.47K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-152- 2.8% |
$7.24K - $7.89K
|
5.27K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-160- 3.31% |
$7.62K - $8.31K
|
4.68K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-168- 0.97% |
$8K - $8.72K
|
17.1K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 3.61% |
$11.1K - $12.1K
|
6.25K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-254- 0.95% |
$12.1K - $13.2K
|
26.5K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-321- 58.15% |
$15.3K - $16.7K
|
231
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-339- 3.1% |
$16.1K - $17.6K
|
10.6K
$526K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-647- 4.27% |
$30.8K - $33.6K
|
14.5K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-695- 5.58% |
$33.1K - $36.1K
|
11.8K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-840- 24.56% |
$40K - $43.6K
|
2.58K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-938- 11.52% |
$44.6K - $48.7K
|
7.21K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.14K- 77.19% |
$54.1K - $59K
|
336
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 17.76% |
$54.6K - $59.5K
|
5.31K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 2.35% |
$58.1K - $63.4K
|
50.8K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 15.17% |
$58.2K - $63.4K
|
6.83K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.28K- 11.51% |
$61.1K - $66.7K
|
9.87K
$490K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.32K- 21.22% |
$62.8K - $68.5K
|
4.9K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.55K- 4.47% |
$73.8K - $80.5K
|
33.1K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 6.95% |
$80K - $87.3K
|
22.5K
$1.12M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.84K- 74.11% |
$87.5K - $95.4K
|
642
$31.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.34K- 12.17% |
$112K - $122K
|
16.9K
$839K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.8K- 9.69% |
$228K - $249K
|
44.7K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11K- 30.27% |
$523K - $570K
|
25.3K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 21.8% |
$1.18M - $1.29M
|
88.9K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-30.1K- 78.32% |
$1.43M - $1.56M
|
8.34K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.9K- 76.99% |
$1.47M - $1.6M
|
9.22K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33K- 60.95% |
$1.57M - $1.72M
|
21.2K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82.9K- 54.59% |
$3.95M - $4.3M
|
69K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-163K- 67.83% |
$7.76M - $8.46M
|
77.3K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-438K- 76.25% |
$20.8M - $22.7M
|
136K
$6.76M
|