Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
349KNew |
N/A
|
349K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
81.7K+ 56.01% |
N/A
|
228K
$5.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
78.1K+ 18.38% |
N/A
|
503K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.3K+ 126.95% |
N/A
|
57.7K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$752K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
27.3K+ 21.68% |
N/A
|
153K
$4.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 14.96% |
N/A
|
117K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.8K+ 3.0% |
N/A
|
407K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.84K+ 803.18% |
N/A
|
11.1K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.66K+ 2.72% |
N/A
|
364K
$9.58M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.5K+ 626.5% |
N/A
|
11K
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.19K+ 46.57% |
N/A
|
25.8K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.91KNew |
N/A
|
7.91K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.95K+ 48.61% |
N/A
|
18.2K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.81K+ 22.13% |
N/A
|
21K
$553K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.72KNew |
N/A
|
3.72K
$97.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$73.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$66.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$66.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 14.99% |
N/A
|
13.2K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25K+ 77.43% |
N/A
|
2.87K
$75.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24K+ 5.65% |
N/A
|
23.1K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
574New |
N/A
|
574
$15.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
393New |
N/A
|
393
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
214+ 2.78% |
N/A
|
7.93K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
202New |
N/A
|
202
$5.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88New |
N/A
|
88
$2.31K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75+ 0.59% |
N/A
|
12.8K
$336K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23+ 2.69% |
N/A
|
878
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1New |
N/A
|
1
$26.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-97- 87.39% |
N/A
|
14
$368
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-98- 0.92% |
N/A
|
10.5K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-688- 4.22% |
N/A
|
15.6K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.82K- 54.5% |
N/A
|
1.52K
$39.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.72K- 51.46% |
N/A
|
2.57K
$67.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.05K- 14.1% |
N/A
|
30.8K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.52K- 3.96% |
N/A
|
134K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 53.21% |
N/A
|
13K
$342K
|