Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
117K+ 12.52% |
$9.12M - $9.59M
|
1.05M
$87.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.1K+ 23.51% |
$6.01M - $6.31M
|
405K
$33.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
48.8K+ 58.1% |
$3.8M - $4M
|
133K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.45KNew |
$347K - $365K
|
4.45K
$370K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.39K+ 158.98% |
$342K - $360K
|
7.15K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 29411.11% |
$206K - $217K
|
2.66K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.53KNew |
$197K - $207K
|
2.53K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52KNew |
$197K - $207K
|
2.52K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.49K+ 3.58% |
$194K - $204K
|
72.1K
$5.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.34K+ 5.27% |
$104K - $110K
|
26.7K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$99.7K - $105K
|
1.28K
$106K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
576+ 16.74% |
$44.9K - $47.2K
|
4.02K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
490+ 9.49% |
$38.2K - $40.2K
|
5.65K
$470K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
481+ 1.48% |
$37.5K - $39.4K
|
32.9K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
474+ 0.78% |
$36.9K - $38.8K
|
60.9K
$5.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
369New |
$28.8K - $30.2K
|
369
$30.7K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
328+ 2.96% |
$25.6K - $26.9K
|
11.4K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
273+ 5.32% |
$21.3K - $22.4K
|
5.41K
$449K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
240+ 5.76% |
$18.7K - $19.7K
|
4.41K
$367K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
171+ 1.13% |
$13.3K - $14K
|
15.4K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
150+ 2.01% |
$11.7K - $12.3K
|
7.63K
$634K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
116+ 0.96% |
$9.04K - $9.51K
|
12.2K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
45New |
$3.51K - $3.69K
|
45
$3.74K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16+ 0.57% |
$1.25K - $1.31K
|
2.81K
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.14% |
$1.17K - $1.23K
|
10.8K
$896K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13+ 0.18% |
$1.01K - $1.07K
|
7.3K
$607K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
11+ 0.36% |
$857 - $901
|
3.04K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.34% |
$857 - $901
|
3.24K
$269K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
9+ 0.34% |
$701 - $737
|
2.69K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.32% |
$390 - $410
|
1.56K
$130K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$312 - $328
|
2.75K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.42% |
$156 - $164
|
481
$40K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.49% |
$77.9 - $81.9
|
68
$5.65K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-45- 0.9% |
$3.51K - $3.69K
|
4.95K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-50- 0.99% |
$3.9K - $4.1K
|
5K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-55- 0.91% |
$4.29K - $4.51K
|
6K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-70- 12.84% |
$5.45K - $5.74K
|
475
$39.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-71- 2.06% |
$5.53K - $5.82K
|
3.37K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 3.84% |
$6.16K - $6.47K
|
1.98K
$164K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-149- 0.95% |
$11.6K - $12.2K
|
15.5K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157- 1.91% |
$12.2K - $12.9K
|
8.07K
$671K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-160- 1.09% |
$12.5K - $13.1K
|
14.5K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-255- 0.82% |
$19.9K - $20.9K
|
30.7K
$2.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-258- 7.44% |
$20.1K - $21.1K
|
3.21K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-541- 13.27% |
$42.2K - $44.3K
|
3.54K
$294K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-621- 6.44% |
$48.4K - $50.9K
|
9.02K
$750K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.28K- 8.72% |
$99.7K - $105K
|
13.4K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.58K- 4.8% |
$123K - $129K
|
31.4K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 5.39% |
$128K - $135K
|
28.9K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.99K- 3.35% |
$155K - $163K
|
57.4K
$4.77M
|