Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI) 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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.2K+ 16.3% |
$1.32M - $1.52M
|
486K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
27.3KNew |
$530K - $610K
|
27.3K
$636K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3KNew |
$374K - $431K
|
19.3K
$449K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.77KNew |
$190K - $218K
|
9.77K
$228K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73KNew |
$189K - $218K
|
9.73K
$227K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.63KNew |
$187K - $215K
|
9.63K
$224K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.51K+ 34.26% |
$185K - $213K
|
37.3K
$869K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.15K+ 22.82% |
$100K - $115K
|
27.7K
$646K
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.53K+ 6.58% |
$29.7K - $34.2K
|
24.8K
$577K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17KNew |
$22.8K - $26.2K
|
1.17K
$27.3K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$19.4K - $22.4K
|
1K
$23.4K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
469+ 3.22% |
$9.1K - $10.5K
|
15K
$350K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307+ 0.79% |
$5.96K - $6.86K
|
39K
$908K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
266New |
$5.16K - $5.95K
|
266
$6.2K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
251New |
$4.87K - $5.61K
|
251
$5.85K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
137+ 0.97% |
$2.66K - $3.06K
|
14.3K
$333K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132+ 0.13% |
$2.56K - $2.95K
|
104K
$2.42M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
39+ 0.25% |
$757 - $872
|
15.5K
$362K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 1.05% |
$116 - $134
|
579
$13.5K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.4 - $22.4
|
1
$23.3
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-329- 3.09% |
$6.39K - $7.35K
|
10.3K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-477- 1.27% |
$9.26K - $10.7K
|
37.1K
$865K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-651- 44.71% |
$12.6K - $14.5K
|
805
$18.8K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-816- 14.44% |
$15.8K - $18.2K
|
4.84K
$113K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.99K- 15.73% |
$38.7K - $44.6K
|
10.7K
$249K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.64% |
$40.2K - $46.3K
|
76.4K
$1.78M
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.41K- 0.62% |
$46.7K - $53.8K
|
383K
$8.94M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.51K- 15.03% |
$48.6K - $56K
|
14.2K
$330K
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.92K- 4.81% |
$56.8K - $65.4K
|
57.9K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 13.19% |
$59K - $67.9K
|
20K
$466K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.78K- 5.77% |
$73.4K - $84.5K
|
61.7K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.58K- 32.77% |
$88.9K - $102K
|
9.39K
$219K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-8.09K- 47.35% |
$157K - $181K
|
9K
$210K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.85K- 50.0% |
$191K - $220K
|
9.85K
$230K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36K- 54.13% |
$698K - $804K
|
30.5K
$710K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.1K- 23.04% |
$797K - $917K
|
137K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-44.5K- 48.93% |
$864K - $995K
|
46.5K
$1.08M
|