Latest Institutional Transactions on Fidelity Covington Tr Small Mi (FSMD)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
182K+ 328.58% |
$6.3M - $7.53M
|
237K
$10.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
73.5K+ 112.57% |
$2.55M - $3.05M
|
139K
$6.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 41.63% |
$356K - $425K
|
34.9K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.94K+ 9566.27% |
$275K - $329K
|
8.02K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.3K+ 115.08% |
$1.67M - $2M
|
90.2K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
138New |
$4.78K - $5.72K
|
138
$6.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25K+ 11.24% |
$866K - $1.04M
|
247K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.3K- 64.98% |
$1.95M - $2.34M
|
30.4K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-389- 6.52% |
$13.5K - $16.1K
|
5.57K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.6KNew |
$1.82M - $2.18M
|
52.6K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.28K+ 30.58% |
$114K - $136K
|
14K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
197+ 19700.0% |
$6.83K - $8.17K
|
198
$8.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134K+ 2394.93% |
$4.63M - $5.54M
|
139K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05K+ 15.73% |
$36.3K - $43.4K
|
7.7K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
77New |
$2.67K - $3.19K
|
77
$3.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.2K+ 353.78% |
$874K - $1.05M
|
32.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
262K+ 30.62% |
$9.08M - $10.9M
|
1.12M
$49.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 130.51% |
$844K - $1.01M
|
43K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$34.7 - $41.5
|
16.8K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133K+ 43.1% |
$4.61M - $5.51M
|
441K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
298+ 4.32% |
$10.3K - $12.4K
|
7.2K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2K+ 7.93% |
$1.01M - $1.21M
|
397K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
877+ 7.86% |
$30.4K - $36.4K
|
12K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
7.64KNew |
$265K - $317K
|
7.64K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 98.88% |
$43K - $51.4K
|
14
$619
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 14.15% |
$41.2K - $49.3K
|
9.58K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8KNew |
$1.55M - $1.86M
|
44.8K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-371- 1.16% |
$12.9K - $15.4K
|
31.7K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.7K- 56.79% |
$3.25M - $3.89M
|
71.3K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.9K+ 89.89% |
$553K - $661K
|
33.7K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39K- 11.99% |
$1.35M - $1.62M
|
286K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11.2K+ 87.43% |
$388K - $464K
|
24K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.26KNew |
$286K - $343K
|
8.26K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-32.6K- 4.54% |
$1.13M - $1.35M
|
687K
$30.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82K+ 2.54% |
$63K - $75.3K
|
73.2K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$19.5K - $23.3K
|
562
$24.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
787New |
$27.3K - $32.6K
|
787
$34.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$288K - $344K
|
8.3K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
543New |
$18.8K - $22.5K
|
543
$24K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
876New |
$30.4K - $36.3K
|
876
$38.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.9KNew |
$1.04M - $1.24M
|
29.9K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.73K+ 33.71% |
$199K - $238K
|
22.7K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$728 - $871
|
5.07K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.02KNew |
$209K - $250K
|
6.02K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225K+ 36.18% |
$7.79M - $9.31M
|
845K
$37.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
187New |
$6.48K - $7.75K
|
187
$8.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
936New |
$32.5K - $38.8K
|
936
$41.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.61K- 1.76% |
$125K - $150K
|
202K
$8.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.89K- 15.49% |
$100K - $120K
|
15.8K
$697K
|