Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR SMALL-MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
896K+ 34.68% |
$34.1M - $38.7M
|
3.48M
$134M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
719KNew |
$27.4M - $31.1M
|
719K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 56.15% |
$5.13M - $5.83M
|
375K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.8K+ 59.24% |
$3.53M - $4.01M
|
249K
$9.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 14.53% |
$2.11M - $2.4M
|
438K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44.6KNew |
$1.7M - $1.93M
|
44.6K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.7K+ 84.57% |
$939K - $1.07M
|
53.9K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 9.22% |
$792K - $900K
|
247K
$9.48M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 210.32% |
$481K - $547K
|
18.7K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$424K - $482K
|
11.2K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.8KNew |
$411K - $467K
|
10.8K
$415K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$402K - $457K
|
10.6K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.44K+ 38.15% |
$359K - $408K
|
34.2K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.04K+ 113.49% |
$344K - $390K
|
17K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$324K - $368K
|
8.52K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
7.84K+ 47.94% |
$298K - $339K
|
24.2K
$930K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73KNew |
$294K - $334K
|
7.73K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.2K+ 4.68% |
$274K - $311K
|
161K
$6.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.91KNew |
$263K - $298K
|
6.91K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.11K+ 10.75% |
$194K - $221K
|
52.6K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.27K+ 216.92% |
$162K - $185K
|
6.24K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 39.39% |
$162K - $184K
|
15.1K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 16.69% |
$98.3K - $112K
|
18.1K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.58K+ 6.32% |
$60.2K - $68.4K
|
26.6K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.5K+ 7.5% |
$57.2K - $65K
|
21.5K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.35K+ 0.34% |
$51.4K - $58.3K
|
395K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 8857.14% |
$47.2K - $53.6K
|
1.25K
$48.2K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.23K+ 1.06% |
$46.9K - $53.2K
|
118K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 12.12% |
$45.8K - $52.1K
|
11.1K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
466+ 751.61% |
$17.7K - $20.1K
|
528
$20.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
378New |
$14.4K - $16.3K
|
378
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
370New |
$14.1K - $16K
|
370
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
150+ 2.85% |
$5.71K - $6.48K
|
5.41K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$1.9K - $2.16K
|
50
$1.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$1.52K - $1.73K
|
40
$1.54K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 0.32% |
$1.45K - $1.64K
|
11.7K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$38 - $43.2
|
253
$9.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 20.34% |
$87.7K - $99.7K
|
9.03K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.89K- 7.27% |
$148K - $168K
|
49.7K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.05K- 32.15% |
$344K - $391K
|
19.1K
$735K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 20.31% |
$415K - $472K
|
42.8K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-85.5K- 42.74% |
$3.25M - $3.7M
|
115K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-92.8K- 41.92% |
$3.53M - $4.01M
|
129K
$4.94M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-141K- 28.8% |
$5.38M - $6.11M
|
350K
$13.4M
|