Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
768KNew |
N/A
|
768K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
425KNew |
N/A
|
425K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174K+ 96.33% |
N/A
|
355K
$9.33M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
146KNew |
N/A
|
146K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139KNew |
N/A
|
139K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47.9K+ 89.04% |
N/A
|
102K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
41.4K+ 49.04% |
N/A
|
126K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
39.7K+ 11.18% |
N/A
|
395K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 257.97% |
N/A
|
27.8K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 106.0% |
N/A
|
5.29K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 16.92% |
N/A
|
12.7K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.43K+ 769.35% |
N/A
|
1.62K
$42.5K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
734+ 6.83% |
N/A
|
11.5K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
333+ 1.97% |
N/A
|
17.2K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111New |
N/A
|
111
$2.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83+ 0.68% |
N/A
|
12.2K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71New |
N/A
|
71
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64+ 0.61% |
N/A
|
10.6K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
50New |
N/A
|
50
$1.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
47New |
N/A
|
47
$1.24K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13New |
N/A
|
13
$342
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.12% |
N/A
|
855
$22.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 0.61% |
N/A
|
21.9K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-230- 67.45% |
N/A
|
111
$2.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.81K- 10.01% |
N/A
|
16.3K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.87K- 6.3% |
N/A
|
42.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.89K- 28.14% |
N/A
|
17.6K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-10.6K- 22.77% |
N/A
|
35.8K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 78.15% |
N/A
|
3.33K
$87.7K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-43.3K- 23.27% |
N/A
|
143K
$3.75M
|