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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.12KNew |
$80.6K - $91.5K
|
2.12K
$88.7K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.87K+ 21.18% |
$71.3K - $81K
|
10.7K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.58K+ 6.32% |
$60.2K - $68.4K
|
26.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 21.95% |
$57.5K - $65.3K
|
8.4K
$352K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.5K+ 7.5% |
$57.2K - $65K
|
21.5K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.35K+ 0.34% |
$51.4K - $58.3K
|
395K
$16.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 8857.14% |
$47.2K - $53.6K
|
1.25K
$52.5K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.23K+ 1.06% |
$46.9K - $53.2K
|
118K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 12.12% |
$45.8K - $52.1K
|
11.1K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 6.67% |
$42.1K - $47.9K
|
17.7K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 12.2% |
$39.2K - $44.6K
|
9.49K
$397K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
970+ 45.8% |
$36.9K - $41.9K
|
3.09K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
830+ 4.53% |
$31.6K - $35.9K
|
19.2K
$802K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
466+ 751.61% |
$17.7K - $20.1K
|
528
$22.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
378New |
$14.4K - $16.3K
|
378
$15.8K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
370New |
$14.1K - $16K
|
370
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
286+ 4.18% |
$10.9K - $12.4K
|
7.13K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
264+ 4.63% |
$10K - $11.4K
|
5.96K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
257New |
$9.78K - $11.1K
|
257
$10.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
150+ 2.85% |
$5.71K - $6.48K
|
5.41K
$226K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
124New |
$4.72K - $5.36K
|
124
$5.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$1.9K - $2.16K
|
50
$2.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$1.52K - $1.73K
|
40
$1.68K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 0.32% |
$1.45K - $1.64K
|
11.7K
$491K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.38% |
$799 - $908
|
5.6K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$38 - $43.2
|
253
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$38 - $43.2
|
1
$41.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.19% |
$38 - $43.2
|
83
$3.48K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-198- 93.84% |
$7.53K - $8.56K
|
13
$545
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 20.34% |
$87.7K - $99.7K
|
9.03K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.89K- 7.27% |
$148K - $168K
|
49.7K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.05K- 32.15% |
$344K - $391K
|
19.1K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 20.31% |
$415K - $472K
|
42.8K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11.4K- 60.73% |
$434K - $493K
|
7.37K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.5K- 6.62% |
$553K - $629K
|
205K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 14.32% |
$1.41M - $1.61M
|
222K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-85.5K- 42.74% |
$3.25M - $3.7M
|
115K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-92.8K- 41.92% |
$3.53M - $4.01M
|
129K
$5.39M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-141K- 28.8% |
$5.38M - $6.11M
|
350K
$14.7M
|