Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
349K+ 8.61% |
$16.9M - $18.5M
|
4.4M
$228M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
178K+ 15.45% |
$8.61M - $9.42M
|
1.33M
$68.9M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
103KNew |
$4.98M - $5.45M
|
103K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
103KNew |
$4.98M - $5.45M
|
103K
$5.33M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
90.4KNew |
$4.36M - $4.78M
|
90.4K
$4.68M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.2K+ 1124.03% |
$3.15M - $3.44M
|
71K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 54.45% |
$3.02M - $3.3M
|
177K
$9.17M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
58.2KNew |
$2.81M - $3.08M
|
58.2K
$3.01M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
44.5K+ 213.35% |
$2.15M - $2.35M
|
65.3K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 105.15% |
$1.48M - $1.62M
|
59.7K
$3.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
28.4K+ 27.07% |
$1.37M - $1.5M
|
133K
$6.89M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.6KNew |
$1.33M - $1.46M
|
27.6K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.4K+ 6.18% |
$1.22M - $1.34M
|
435K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.6K+ 49.42% |
$1.14M - $1.25M
|
71.4K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
21.5K+ 12.12% |
$1.04M - $1.13M
|
198K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 42.09% |
$742K - $812K
|
51.9K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 10.9% |
$724K - $792K
|
152K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13.9KNew |
$673K - $736K
|
13.9K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 12.75% |
$542K - $593K
|
99.2K
$5.13M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.39K+ 29.79% |
$454K - $496K
|
40.9K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8.1K+ 303.3% |
$391K - $428K
|
10.8K
$557K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.06K+ 100787.5% |
$389K - $426K
|
8.07K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.89KNew |
$381K - $417K
|
7.89K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.38KNew |
$356K - $390K
|
7.38K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.26K+ 528.6% |
$351K - $384K
|
8.64K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.67KNew |
$322K - $353K
|
6.67K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.99K+ 5.13% |
$289K - $316K
|
123K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.9K+ 573.54% |
$285K - $312K
|
6.92K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.87KNew |
$283K - $310K
|
5.87K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.7K+ 3.34% |
$276K - $301K
|
176K
$9.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
5.66KNew |
$273K - $299K
|
5.66K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.4K+ 12.61% |
$261K - $285K
|
48.2K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.84KNew |
$234K - $256K
|
4.84K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.22KNew |
$204K - $223K
|
4.22K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.73K+ 1.75% |
$180K - $197K
|
217K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.54K+ 3.2% |
$171K - $187K
|
114K
$5.92M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.45K+ 26.97% |
$167K - $183K
|
16.3K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.72K+ 8.03% |
$132K - $144K
|
36.6K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.59K+ 7.15% |
$125K - $137K
|
38.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 2.06% |
$110K - $120K
|
113K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.21K+ 2.41% |
$107K - $117K
|
94K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.18K+ 7.06% |
$105K - $115K
|
33K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.14K+ 0.1% |
$103K - $113K
|
2.26M
$117M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2K+ 5.61% |
$96.6K - $106K
|
37.6K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.98KNew |
$95.7K - $105K
|
1.98K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.9K+ 25.74% |
$91.8K - $100K
|
9.28K
$480K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.77K+ 12.67% |
$85.2K - $93.3K
|
15.7K
$812K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.41K+ 15.1% |
$68.2K - $74.7K
|
10.8K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.41KNew |
$68.1K - $74.5K
|
1.41K
$73K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.3K+ 3.96% |
$62.6K - $68.5K
|
34K
$1.76M
|