Latest Institutional Purchases of Fidelity Covington Tr (FIVA)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
232KNew |
$5.49M - $6.85M
|
232K
$7.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 8.07% |
$2.62M - $3.27M
|
1.48M
$45.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 36.41% |
$1.48M - $1.85M
|
235K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.1K+ 90.19% |
$1.21M - $1.51M
|
108K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48.4KNew |
$1.14M - $1.43M
|
48.4K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6KNew |
$251K - $313K
|
10.6K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.86K+ 21.18% |
$233K - $291K
|
56.4K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.98K+ 10.0% |
$212K - $265K
|
98.7K
$3.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.09KNew |
$168K - $210K
|
7.09K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 51.8% |
$167K - $209K
|
20.7K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.98KNew |
$165K - $206K
|
6.98K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85KNew |
$138K - $173K
|
5.85K
$179K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.51KNew |
$107K - $133K
|
4.51K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 57.61% |
$104K - $130K
|
12K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$41.7K - $52K
|
1.76K
$54K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 32.5% |
$29.1K - $36.4K
|
5.02K
$154K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
878+ 8.56% |
$20.8K - $25.9K
|
11.1K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411+ 1.58% |
$9.72K - $12.1K
|
26.4K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
208New |
$4.92K - $6.15K
|
208
$6.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
206New |
$4.87K - $6.09K
|
206
$6.32K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
85New |
$2.01K - $2.51K
|
85
$2.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$1.09K - $1.36K
|
46
$1.41K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$1.06K - $1.33K
|
45
$1.38K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$592 - $739
|
25
$767
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23+ 255.56% |
$544 - $680
|
32
$982
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 117.65% |
$473 - $591
|
37
$1.14K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$426 - $532
|
18
$552
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.45% |
$23.7 - $29.6
|
30
$921
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.6KNew |
$351K - $410K
|
14.6K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39KNew |
$105K - $123K
|
4.39K
$135K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38K+ 7.66% |
$57K - $66.7K
|
33.4K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
371New |
$8.9K - $10.4K
|
371
$11.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97New |
$2.33K - $2.72K
|
97
$2.98K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$1.82K - $2.13K
|
76
$2.33K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.42KNew |
$228K - $249K
|
9.42K
$289K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$43.9K - $48K
|
1.82K
$55.7K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.3KNew |
$1.22M - $1.35M
|
50.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.02KNew |
$218K - $242K
|
9.02K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.74KNew |
$187K - $208K
|
7.74K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 0.58% |
$88.4K - $98K
|
637K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.12K+ 112.4% |
$27.2K - $30.2K
|
2.12K
$65.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
877+ 6.13% |
$21.2K - $23.5K
|
15.2K
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
40New |
$968 - $1.07K
|
40
$1.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15New |
$363 - $402
|
15
$460
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.48KNew |
$225K - $241K
|
9.48K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$59.4K - $63.7K
|
2.5K
$76.7K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.22KNew |
$134K - $152K
|
6.22K
$191K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$17.7K - $21.5K
|
999
$30.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
178New |
$3.16K - $3.84K
|
178
$5.46K
|
|