Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
232KNew |
$5.49M - $6.85M
|
232K
$7.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 8.07% |
$2.62M - $3.27M
|
1.48M
$46M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.4K+ 280.87% |
$1.97M - $2.47M
|
113K
$3.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 36.41% |
$1.48M - $1.85M
|
235K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.1K+ 90.19% |
$1.21M - $1.51M
|
108K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48.4KNew |
$1.14M - $1.43M
|
48.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6KNew |
$251K - $313K
|
10.6K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.86K+ 21.18% |
$233K - $291K
|
56.4K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.98K+ 10.0% |
$212K - $265K
|
98.7K
$3.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.09KNew |
$168K - $210K
|
7.09K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 51.8% |
$167K - $209K
|
20.7K
$643K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.98KNew |
$165K - $206K
|
6.98K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85KNew |
$138K - $173K
|
5.85K
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.51KNew |
$107K - $133K
|
4.51K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 57.61% |
$104K - $130K
|
12K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$41.7K - $52K
|
1.76K
$54.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 32.5% |
$29.1K - $36.4K
|
5.02K
$156K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
878+ 8.56% |
$20.8K - $25.9K
|
11.1K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411+ 1.58% |
$9.72K - $12.1K
|
26.4K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
208New |
$4.92K - $6.15K
|
208
$6.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
206New |
$4.87K - $6.09K
|
206
$6.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
85New |
$2.01K - $2.51K
|
85
$2.64K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$1.09K - $1.36K
|
46
$1.43K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$1.06K - $1.33K
|
45
$1.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$592 - $739
|
25
$776
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23+ 255.56% |
$544 - $680
|
32
$993
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 117.65% |
$473 - $591
|
37
$1.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$426 - $532
|
18
$559
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.45% |
$23.7 - $29.6
|
30
$931
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-160- 4.71% |
$3.79K - $4.73K
|
3.24K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-517- 4.01% |
$12.2K - $15.3K
|
12.4K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-693- 99.86% |
$16.4K - $20.5K
|
1
$31
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-754- 2.08% |
$17.8K - $22.3K
|
35.5K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.67K- 43.0% |
$63.2K - $78.9K
|
3.54K
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.06K- 10.71% |
$72.5K - $90.5K
|
25.5K
$793K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.7K- 23.68% |
$111K - $139K
|
15.1K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.68K- 18.36% |
$158K - $197K
|
29.7K
$922K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-9.39K- 48.66% |
$222K - $277K
|
9.9K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.8K- 74.49% |
$823K - $1.03M
|
11.9K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.2K- 52.04% |
$833K - $1.04M
|
32.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-104K- 79.32% |
$2.47M - $3.09M
|
27.2K
$845K
|