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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255New |
$8.84K - $10.6K
|
255
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
616+ 116.67% |
$21.4K - $25.5K
|
1.14K
$50.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
166+ 1.41% |
$5.76K - $6.88K
|
11.9K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.1KNew |
$1.29M - $1.54M
|
37.1K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
470New |
$16.3K - $19.5K
|
470
$20.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$139 - $166
|
4
$177
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
195+ 0.12% |
$6.76K - $8.09K
|
161K
$7.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
7.25KNew |
$251K - $301K
|
7.25K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.61K- 50.0% |
$90.3K - $108K
|
2.61K
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.06K+ 4.29% |
$175K - $210K
|
123K
$5.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
168KNew |
$5.81M - $6.95M
|
168K
$7.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-15- 0.14% |
$520 - $622
|
10.8K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 95.26% |
$1.13M - $1.35M
|
66.7K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-294- 3.45% |
$10.2K - $12.2K
|
8.22K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2KNew |
$562K - $672K
|
16.2K
$716K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 15.8% |
$42.3K - $50.6K
|
8.95K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.98KNew |
$207K - $248K
|
5.98K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.9K- 2.53% |
$100K - $120K
|
112K
$4.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.2KNew |
$561K - $671K
|
16.2K
$715K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.84KNew |
$133K - $159K
|
3.84K
$170K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20New |
$693 - $829
|
20
$884
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
616+ 19.95% |
$21.4K - $25.5K
|
3.7K
$164K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1.65K- 7.66% |
$57.2K - $68.4K
|
19.9K
$879K
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
156KNew |
$5.92M - $6.73M
|
156K
$6.88M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
124New |
$4.72K - $5.36K
|
124
$5.48K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
257New |
$9.78K - $11.1K
|
257
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11.4K- 60.73% |
$434K - $493K
|
7.37K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.83M - $2.08M
|
48.1K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-198- 93.84% |
$7.53K - $8.56K
|
13
$574
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 12.2% |
$39.2K - $44.6K
|
9.49K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5KNew |
$626K - $711K
|
16.5K
$727K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-141K- 28.8% |
$5.38M - $6.11M
|
350K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.05K- 32.15% |
$344K - $391K
|
19.1K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
370New |
$14.1K - $16K
|
370
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$38 - $43.2
|
253
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$1.9K - $2.16K
|
50
$2.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$1.52K - $1.73K
|
40
$1.77K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$815 - $897
|
20
$884
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.91KNew |
$241K - $265K
|
5.91K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.83KNew |
$238K - $262K
|
5.83K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$489 - $538
|
12
$530
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
35KNew |
$1.43M - $1.57M
|
35K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
20+ 5.59% |
$815 - $897
|
378
$16.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.3KNew |
$53K - $58.3K
|
1.3K
$57.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
42New |
$1.71K - $1.88K
|
42
$1.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$52.7K - $58K
|
1.29K
$57.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.33K+ 115.74% |
$95K - $105K
|
4.35K
$192K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
689New |
$25.6K - $28.6K
|
689
$30.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
202+ 17.13% |
$7.52K - $8.38K
|
1.38K
$61K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
43New |
$1.6K - $1.78K
|
43
$1.9K
|
|