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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.26K+ 16.12% |
$60.8K - $66.5K
|
9.07K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.23K+ 4.63% |
$59.5K - $65.1K
|
27.8K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.05K+ 3.57% |
$50.5K - $55.2K
|
30.4K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.02KNew |
$49.5K - $54.1K
|
1.02K
$53K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
970+ 9.67% |
$46.9K - $51.3K
|
11K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
950+ 5.3% |
$45.9K - $50.2K
|
18.9K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
785+ 10.79% |
$37.9K - $41.5K
|
8.06K
$417K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
671New |
$32.4K - $35.5K
|
671
$34.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
493+ 3.42% |
$23.8K - $26.1K
|
14.9K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
443+ 2.44% |
$21.4K - $23.4K
|
18.6K
$961K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
426New |
$20.6K - $22.5K
|
426
$22K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
398+ 4.73% |
$19.2K - $21K
|
8.82K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
396New |
$19.1K - $20.9K
|
396
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
348+ 5.11% |
$16.8K - $18.4K
|
7.16K
$371K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
271+ 3.73% |
$13.1K - $14.3K
|
7.54K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
263+ 10.29% |
$12.7K - $13.9K
|
2.82K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
250+ 9.69% |
$12.1K - $13.2K
|
2.83K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
239New |
$11.5K - $12.6K
|
239
$12.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
160+ 1.01% |
$7.73K - $8.46K
|
16K
$828K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
148+ 0.83% |
$7.15K - $7.82K
|
17.9K
$927K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
141+ 0.25% |
$6.81K - $7.45K
|
56.8K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
105+ 4.99% |
$5.07K - $5.55K
|
2.21K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100+ 2.21% |
$4.83K - $5.29K
|
4.63K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
99+ 100.0% |
$4.78K - $5.23K
|
198
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$4.49K - $4.92K
|
93
$4.81K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72New |
$3.48K - $3.81K
|
72
$3.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.28K - $3.59K
|
68
$3.52K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
50+ 0.21% |
$2.42K - $2.64K
|
23.5K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 0.56% |
$2.17K - $2.38K
|
8.14K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31+ 147.62% |
$1.5K - $1.64K
|
52
$2.69K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
28+ 0.35% |
$1.35K - $1.48K
|
8.1K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.4% |
$1.26K - $1.37K
|
6.46K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
24+ 0.56% |
$1.16K - $1.27K
|
4.34K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19New |
$918 - $1K
|
19
$983
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$725 - $793
|
15
$776
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 1.94% |
$628 - $687
|
682
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.15% |
$483 - $529
|
6.51K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8New |
$386 - $423
|
8
$414
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.5% |
$242 - $264
|
1.01K
$52.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.65% |
$145 - $159
|
466
$24.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.08% |
$96.6 - $106
|
2.44K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.1% |
$48.3 - $52.9
|
1.01K
$52.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.02% |
$48.3 - $52.9
|
4.91K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 9.91% |
$531 - $581
|
100
$5.18K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 1.89% |
$918 - $1K
|
987
$51.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 41.35% |
$2.08K - $2.27K
|
61
$3.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47- 0.37% |
$2.27K - $2.48K
|
12.6K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.53% |
$2.32K - $2.54K
|
9.03K
$467K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-89- 1.56% |
$4.3K - $4.7K
|
5.62K
$291K
|