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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.5K- 6.62% |
$553K - $629K
|
205K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.14KNew |
$310K - $352K
|
8.14K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.91K+ 2.48% |
$339K - $385K
|
368K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
264+ 4.63% |
$10K - $11.4K
|
5.96K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 14.32% |
$1.41M - $1.61M
|
222K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$640K - $727K
|
16.8K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 12.2% |
$39.2K - $44.6K
|
9.49K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.8K+ 4.56% |
$3.03M - $3.45M
|
1.83M
$77.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65KNew |
$253K - $287K
|
6.65K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.11K+ 30.84% |
$118K - $134K
|
13.2K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 104.62% |
$816K - $927K
|
42K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5KNew |
$626K - $711K
|
16.5K
$694K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.38% |
$799 - $908
|
5.6K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 6.67% |
$42.1K - $47.9K
|
17.7K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 74.63% |
$10.1M - $11.5M
|
621K
$26.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 285.77% |
$547K - $622K
|
19.4K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
719KNew |
$27.4M - $31.1M
|
719K
$30.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.11K+ 10.75% |
$194K - $221K
|
52.6K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
7.84K+ 47.94% |
$298K - $339K
|
24.2K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 20.31% |
$415K - $472K
|
42.8K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 56.15% |
$5.13M - $5.83M
|
375K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.04K+ 113.49% |
$344K - $390K
|
17K
$717K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.7K+ 84.57% |
$939K - $1.07M
|
53.9K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 210.32% |
$481K - $547K
|
18.7K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$424K - $482K
|
11.2K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-141K- 28.8% |
$5.38M - $6.11M
|
350K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.27K+ 216.92% |
$162K - $185K
|
6.24K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
370New |
$14.1K - $16K
|
370
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.05K- 32.15% |
$344K - $391K
|
19.1K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
378New |
$14.4K - $16.3K
|
378
$15.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-92.8K- 41.92% |
$3.53M - $4.01M
|
129K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 12.12% |
$45.8K - $52.1K
|
11.1K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 14.53% |
$2.11M - $2.4M
|
438K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 39.39% |
$162K - $184K
|
15.1K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.89K- 7.27% |
$148K - $168K
|
49.7K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.24K+ 8857.14% |
$47.2K - $53.6K
|
1.25K
$52.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44.6KNew |
$1.7M - $1.93M
|
44.6K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$38 - $43.2
|
253
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.58K+ 6.32% |
$60.2K - $68.4K
|
26.6K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.8K+ 59.24% |
$3.53M - $4.01M
|
249K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 20.34% |
$87.7K - $99.7K
|
9.03K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
150+ 2.85% |
$5.71K - $6.48K
|
5.41K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
1.35K+ 0.34% |
$51.4K - $58.3K
|
395K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 9.22% |
$792K - $900K
|
247K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.91KNew |
$263K - $298K
|
6.91K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 16.69% |
$98.3K - $112K
|
18.1K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$1.9K - $2.16K
|
50
$2.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$1.52K - $1.73K
|
40
$1.69K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
896K+ 34.68% |
$34.1M - $38.7M
|
3.48M
$147M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$402K - $457K
|
10.6K
$446K
|