Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 95.26% |
$1.13M - $1.35M
|
66.7K
$2.8M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2KNew |
$562K - $672K
|
16.2K
$679K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.2KNew |
$561K - $671K
|
16.2K
$678K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.98KNew |
$207K - $248K
|
5.98K
$250K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.84KNew |
$133K - $159K
|
3.84K
$161K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 15.8% |
$42.3K - $50.6K
|
8.95K
$375K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
616+ 19.95% |
$21.4K - $25.5K
|
3.7K
$155K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20New |
$693 - $829
|
20
$838
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-294- 3.45% |
$10.2K - $12.2K
|
8.22K
$344K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.65K- 7.66% |
$57.2K - $68.4K
|
19.9K
$833K
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.9K- 2.53% |
$100K - $120K
|
112K
$4.68M
|