Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
76.1K+ 91.46% |
$3.2M - $3.83M
|
159K
$7.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55K+ 23823.38% |
$2.31M - $2.77M
|
55.3K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
33.9K+ 159.98% |
$1.42M - $1.71M
|
55.1K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 4.97% |
$1.14M - $1.37M
|
574K
$28.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.4KNew |
$479K - $574K
|
11.4K
$560K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.48K+ 15.09% |
$314K - $377K
|
57K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
6.92K+ 4.12% |
$291K - $349K
|
175K
$8.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.78K+ 0.64% |
$243K - $291K
|
915K
$45M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.01KNew |
$211K - $253K
|
5.01K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.75KNew |
$200K - $239K
|
4.75K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.1K+ 18.54% |
$172K - $206K
|
26.2K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.12K+ 10.69% |
$131K - $157K
|
32.3K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.35K+ 13.5% |
$98.5K - $118K
|
19.7K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.32K+ 13.21% |
$97.4K - $117K
|
19.9K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.82KNew |
$76.6K - $91.9K
|
1.82K
$89.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.61K+ 44.93% |
$67.7K - $81.2K
|
5.2K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.32K+ 205.92% |
$55.6K - $66.6K
|
1.96K
$96.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.17K+ 6.91% |
$49.1K - $58.8K
|
18.1K
$889K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.04K+ 4.91% |
$43.8K - $52.5K
|
22.3K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
920+ 17.32% |
$38.7K - $46.3K
|
6.23K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
723New |
$30.4K - $36.4K
|
723
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
719+ 15.38% |
$30.2K - $36.2K
|
5.39K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
506+ 6.22% |
$21.3K - $25.5K
|
8.64K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
439+ 4.46% |
$18.4K - $22.1K
|
10.3K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
384+ 2.48% |
$16.1K - $19.3K
|
15.9K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352+ 33.46% |
$14.8K - $17.7K
|
1.4K
$69.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
291+ 1.92% |
$12.2K - $14.7K
|
15.4K
$760K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
280+ 358.97% |
$11.8K - $14.1K
|
358
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
258+ 13.15% |
$10.8K - $13K
|
2.22K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
195New |
$8.19K - $9.82K
|
195
$9.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
193New |
$8.11K - $9.72K
|
193
$9.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
177+ 3.69% |
$7.44K - $8.91K
|
4.98K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
148New |
$6.22K - $7.45K
|
148
$7.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
67+ 0.5% |
$2.82K - $3.37K
|
13.6K
$667K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19New |
$798 - $957
|
19
$935
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
19+ 0.39% |
$798 - $957
|
4.92K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 0.16% |
$462 - $554
|
6.68K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.86% |
$294 - $353
|
820
$40.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.28% |
$294 - $353
|
2.54K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1New |
$42 - $50.4
|
1
$49.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.76% |
$756 - $906
|
1.01K
$49.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-43- 8.85% |
$1.81K - $2.17K
|
443
$21.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-160- 61.54% |
$6.72K - $8.06K
|
100
$4.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-205- 2.74% |
$8.61K - $10.3K
|
7.27K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-219- 9.98% |
$9.2K - $11K
|
1.98K
$97.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-286- 1.08% |
$12K - $14.4K
|
26.2K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-314- 1.51% |
$13.2K - $15.8K
|
20.5K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-333- 99.11% |
$14K - $16.8K
|
3
$148
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-350- 1.82% |
$14.7K - $17.6K
|
18.9K
$930K
|