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
$146M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
719KNew |
$27.4M - $31.1M
|
719K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 111.03% |
$17.1M - $19.4M
|
855K
$35.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 74.63% |
$10.1M - $11.5M
|
621K
$26M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
156KNew |
$5.92M - $6.73M
|
156K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 56.15% |
$5.13M - $5.83M
|
375K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 140.36% |
$4.16M - $4.72M
|
187K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94K+ 40.68% |
$3.58M - $4.06M
|
325K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.8K+ 59.24% |
$3.53M - $4.01M
|
249K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.5K+ 112.98% |
$3.33M - $3.78M
|
165K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.8K+ 4.56% |
$3.03M - $3.45M
|
1.83M
$76.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.9K+ 30.42% |
$2.74M - $3.11M
|
308K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71.4KNew |
$2.72M - $3.09M
|
71.4K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
65.3KNew |
$2.48M - $2.82M
|
65.3K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 14.53% |
$2.11M - $2.4M
|
438K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8K+ 155.77% |
$2.01M - $2.28M
|
86.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.83M - $2.08M
|
48.1K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44.6KNew |
$1.7M - $1.93M
|
44.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32.1KNew |
$1.22M - $1.39M
|
32.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.7K+ 84.57% |
$939K - $1.07M
|
53.9K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 104.62% |
$816K - $927K
|
42K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 9.22% |
$792K - $900K
|
247K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$640K - $727K
|
16.8K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5KNew |
$626K - $711K
|
16.5K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$613K - $696K
|
16.1K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 285.77% |
$547K - $622K
|
19.4K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 210.32% |
$481K - $547K
|
18.7K
$782K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$424K - $482K
|
11.2K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.8KNew |
$411K - $467K
|
10.8K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$402K - $457K
|
10.6K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.44K+ 38.15% |
$359K - $408K
|
34.2K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.04K+ 113.49% |
$344K - $390K
|
17K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.91K+ 2.48% |
$339K - $385K
|
368K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.52KNew |
$324K - $368K
|
8.52K
$357K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.14KNew |
$310K - $352K
|
8.14K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
7.84K+ 47.94% |
$298K - $339K
|
24.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.73KNew |
$294K - $334K
|
7.73K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.2K+ 4.68% |
$274K - $311K
|
161K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.91KNew |
$263K - $298K
|
6.91K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65KNew |
$253K - $287K
|
6.65K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.18K+ 33.45% |
$235K - $267K
|
24.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.58KNew |
$212K - $241K
|
5.58K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.11K+ 10.75% |
$194K - $221K
|
52.6K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.4K+ 30.87% |
$167K - $190K
|
18.7K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.27K+ 216.92% |
$162K - $185K
|
6.24K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27KNew |
$162K - $184K
|
4.27K
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 39.39% |
$162K - $184K
|
15.1K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.18K+ 48.46% |
$159K - $180K
|
12.8K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 30.84% |
$118K - $134K
|
13.2K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 16.69% |
$98.3K - $112K
|
18.1K
$757K
|