Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
141K+ 15.37% |
$6.96M - $7.56M
|
1.06M
$52M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
27.7KNew |
$1.37M - $1.49M
|
27.7K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 56.09% |
$884K - $961K
|
49.7K
$2.45M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.9KNew |
$341K - $371K
|
6.9K
$339K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5.27KNew |
$261K - $284K
|
5.27K
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.22KNew |
$258K - $280K
|
5.22K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.54KNew |
$225K - $244K
|
4.54K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.02KNew |
$199K - $216K
|
4.02K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.94K+ 7.39% |
$95.8K - $104K
|
28.1K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.82KNew |
$90K - $97.8K
|
1.82K
$89.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.45K+ 73.68% |
$71.6K - $77.8K
|
3.41K
$168K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.26K+ 26.5% |
$62.2K - $67.7K
|
6.01K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.07K+ 4.81% |
$53K - $57.7K
|
23.3K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
863+ 17.21% |
$42.7K - $46.4K
|
5.88K
$289K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
582+ 5.66% |
$28.8K - $31.3K
|
10.9K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
549+ 2.9% |
$27.2K - $29.5K
|
19.5K
$957K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
519New |
$25.7K - $27.9K
|
519
$25.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
500New |
$24.7K - $26.9K
|
500
$24.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
363+ 18.82% |
$18K - $19.5K
|
2.29K
$113K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
313+ 6.65% |
$15.5K - $16.8K
|
5.02K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
306+ 16.54% |
$15.1K - $16.5K
|
2.16K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
203New |
$10K - $10.9K
|
203
$9.99K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
160+ 1.04% |
$7.92K - $8.6K
|
15.6K
$768K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43New |
$2.13K - $2.31K
|
43
$2.12K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.21% |
$495 - $538
|
4.87K
$239K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$198 - $215
|
4
$197
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.45% |
$99 - $108
|
445
$21.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.24% |
$99 - $108
|
822
$40.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$49.5 - $53.8
|
1
$49.2
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-93- 0.69% |
$4.6K - $5K
|
13.5K
$663K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-378- 11.83% |
$18.7K - $20.3K
|
2.82K
$139K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-471- 0.27% |
$23.3K - $25.3K
|
174K
$8.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 3.66% |
$142K - $154K
|
75.3K
$3.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.02K- 9.86% |
$199K - $216K
|
36.7K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-56.3K- 35.33% |
$2.78M - $3.03M
|
103K
$5.07M
|