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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.3% |
$589 - $705
|
5.56K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.31K+ 238.34% |
$150K - $179K
|
6.12K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.12% |
$347 - $415
|
8.13K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-470- 5.2% |
$16.3K - $19.5K
|
8.56K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 50.0% |
$867 - $1.04K
|
75
$3.31K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.21K+ 11.69% |
$181K - $216K
|
49.8K
$2.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 55.94% |
$377K - $450K
|
30.3K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 26.62% |
$395K - $473K
|
54.2K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 8.53% |
$1.11M - $1.33M
|
407K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.31K+ 26.75% |
$149K - $179K
|
20.4K
$903K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-48- 0.4% |
$1.66K - $1.99K
|
11.8K
$522K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
305+ 80.69% |
$10.6K - $12.6K
|
683
$30.2K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.36% |
$693 - $829
|
5.62K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48.8KNew |
$1.69M - $2.02M
|
48.8K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 2.38% |
$44.5K - $53.2K
|
55.2K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
378K+ 20.63% |
$13.1M - $15.7M
|
2.21M
$97.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12New |
$416 - $498
|
12
$530
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.91KNew |
$170K - $204K
|
4.91K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45KNew |
$1.56M - $1.87M
|
45K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.7K- 75.34% |
$1.37M - $1.64M
|
13K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$101K - $121K
|
2.93K
$129K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.71K+ 40.15% |
$59.4K - $71K
|
5.98K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-350- 42.68% |
$12.1K - $14.5K
|
470
$20.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
20.4K+ 85058.33% |
$708K - $847K
|
20.4K
$903K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
376KNew |
$13M - $15.6M
|
376K
$16.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
26+ 0.48% |
$901 - $1.08K
|
5.43K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.27K- 6.64% |
$44.1K - $52.7K
|
17.9K
$790K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.52K+ 3.02% |
$261K - $312K
|
257K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-41.5K- 83.49% |
$1.44M - $1.72M
|
8.21K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
248+ 78.73% |
$8.6K - $10.3K
|
563
$24.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 44.27% |
$6.72M - $8.04M
|
632K
$27.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
689+ 11.05% |
$23.9K - $28.6K
|
6.93K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.14K- 33.64% |
$282K - $338K
|
16.1K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
73.4K+ 2.11% |
$2.55M - $3.05M
|
3.55M
$157M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.5KNew |
$641K - $767K
|
18.5K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.2KNew |
$215K - $257K
|
6.2K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.59KNew |
$194K - $232K
|
5.59K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
15.8K+ 4.01% |
$549K - $657K
|
411K
$18.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
430+ 1.61% |
$14.9K - $17.8K
|
27.1K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.8K- 7.64% |
$653K - $781K
|
228K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-121K- 94.44% |
$4.21M - $5.04M
|
7.16K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.41K- 12.64% |
$48.9K - $58.4K
|
9.74K
$430K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-607- 10.18% |
$21K - $25.2K
|
5.36K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
375+ 852.27% |
$13K - $15.6K
|
419
$18.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48New |
$1.66K - $1.99K
|
48
$2.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$34.7 - $41.5
|
10.6K
$467K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.19K+ 14.49% |
$75.8K - $90.6K
|
17.3K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.33K+ 94.52% |
$115K - $138K
|
6.85K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.15% |
$693 - $829
|
13.2K
$583K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.72K+ 15.04% |
$94.3K - $113K
|
20.8K
$919K
|