Latest Institutional Purchases of Fidelity Covington Tr Small Mi (FSMD)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
378K+ 20.63% |
$13.1M - $15.7M
|
2.21M
$95.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
376KNew |
$13M - $15.6M
|
376K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
262K+ 30.62% |
$9.08M - $10.9M
|
1.12M
$48.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225K+ 36.18% |
$7.79M - $9.31M
|
845K
$36.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 44.27% |
$6.72M - $8.04M
|
632K
$27.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
168KNew |
$5.81M - $6.95M
|
168K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134K+ 2394.93% |
$4.63M - $5.54M
|
139K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133K+ 43.1% |
$4.61M - $5.51M
|
441K
$19.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
73.4K+ 2.11% |
$2.55M - $3.05M
|
3.55M
$154M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.6KNew |
$1.82M - $2.18M
|
52.6K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48.8KNew |
$1.69M - $2.02M
|
48.8K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.3K+ 115.08% |
$1.67M - $2M
|
90.2K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45KNew |
$1.56M - $1.87M
|
45K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8KNew |
$1.55M - $1.86M
|
44.8K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.1KNew |
$1.29M - $1.54M
|
37.1K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 95.26% |
$1.13M - $1.35M
|
66.7K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 8.53% |
$1.11M - $1.33M
|
407K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.9KNew |
$1.04M - $1.24M
|
29.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.2K+ 7.93% |
$1.01M - $1.21M
|
397K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.2K+ 353.78% |
$874K - $1.05M
|
32.3K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25K+ 11.24% |
$866K - $1.04M
|
247K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 130.51% |
$844K - $1.01M
|
43K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
20.4K+ 85058.33% |
$708K - $847K
|
20.4K
$887K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.5KNew |
$641K - $767K
|
18.5K
$803K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2KNew |
$562K - $672K
|
16.2K
$703K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.2KNew |
$561K - $671K
|
16.2K
$702K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.9K+ 89.89% |
$553K - $661K
|
33.7K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
15.8K+ 4.01% |
$549K - $657K
|
411K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 26.62% |
$395K - $473K
|
54.2K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11.2K+ 87.43% |
$388K - $464K
|
24K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 55.94% |
$377K - $450K
|
30.3K
$1.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 41.63% |
$356K - $425K
|
34.9K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$288K - $344K
|
8.3K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.26KNew |
$286K - $343K
|
8.26K
$359K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.94K+ 9566.27% |
$275K - $329K
|
8.02K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
7.64KNew |
$265K - $317K
|
7.64K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.52K+ 3.02% |
$261K - $312K
|
257K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
7.25KNew |
$251K - $301K
|
7.25K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.2KNew |
$215K - $257K
|
6.2K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.02KNew |
$209K - $250K
|
6.02K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.98KNew |
$207K - $248K
|
5.98K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.73K+ 33.71% |
$199K - $238K
|
22.7K
$986K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.59KNew |
$194K - $232K
|
5.59K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.21K+ 11.69% |
$181K - $216K
|
49.8K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
5.06K+ 4.29% |
$175K - $210K
|
123K
$5.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.91KNew |
$170K - $204K
|
4.91K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.31K+ 238.34% |
$150K - $179K
|
6.12K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.31K+ 26.75% |
$149K - $179K
|
20.4K
$886K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.84KNew |
$133K - $159K
|
3.84K
$167K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.33K+ 94.52% |
$115K - $138K
|
6.85K
$297K
|