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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
359KNew |
$14.6M - $16.1M
|
359K
$15.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
288K+ 12.57% |
$11.7M - $12.9M
|
2.58M
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
274K+ 18.57% |
$11.2M - $12.3M
|
1.75M
$74.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
270K+ 200.51% |
$11M - $12.1M
|
405K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
254K+ 4745.24% |
$10.4M - $11.4M
|
259K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
232K+ 188.87% |
$9.47M - $10.4M
|
355K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
226KNew |
$9.2M - $10.1M
|
226K
$9.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
154KNew |
$6.27M - $6.9M
|
154K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
110K+ 38.8% |
$4.49M - $4.94M
|
394K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 235.17% |
$4.48M - $4.93M
|
157K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.5KNew |
$3.16M - $3.48M
|
77.5K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.3K+ 38.9% |
$2.74M - $3.02M
|
240K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53.5K+ 30.1% |
$2.18M - $2.4M
|
231K
$9.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47K+ 26.97% |
$1.92M - $2.11M
|
221K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.7K+ 13.22% |
$1.82M - $2M
|
382K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
35KNew |
$1.43M - $1.57M
|
35K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32K+ 15.68% |
$1.31M - $1.44M
|
236K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.2KNew |
$1.15M - $1.26M
|
28.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
25KNew |
$1.02M - $1.12M
|
25K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.2K+ 76.4% |
$946K - $1.04M
|
53.6K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
22.3K+ 4.74% |
$907K - $998K
|
491K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5KNew |
$836K - $920K
|
20.5K
$871K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
20KNew |
$817K - $899K
|
20K
$852K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.8KNew |
$765K - $842K
|
18.8K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$675K - $743K
|
16.6K
$704K
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
16.4KNew |
$666K - $733K
|
16.4K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.7K+ 101.85% |
$600K - $660K
|
29.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.9KNew |
$483K - $532K
|
11.9K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 175.48% |
$479K - $528K
|
18.5K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.3KNew |
$462K - $509K
|
11.3K
$482K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$441K - $485K
|
10.8K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.94KNew |
$405K - $446K
|
9.94K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.84K+ 55.6% |
$360K - $396K
|
24.7K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.84KNew |
$279K - $307K
|
6.84K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.41K+ 13.54% |
$261K - $287K
|
53.7K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.02KNew |
$245K - $270K
|
6.02K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.97KNew |
$243K - $268K
|
5.97K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.91KNew |
$241K - $265K
|
5.91K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.83KNew |
$238K - $262K
|
5.83K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$227K - $250K
|
5.58K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.57KNew |
$227K - $250K
|
5.57K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.29K+ 51.92% |
$216K - $237K
|
15.5K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.26KNew |
$214K - $236K
|
5.26K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.03KNew |
$205K - $226K
|
5.03K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.84K+ 2340.1% |
$197K - $217K
|
5.05K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.27K+ 298.53% |
$174K - $191K
|
5.7K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.96K+ 81.03% |
$161K - $178K
|
8.85K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.52KNew |
$143K - $158K
|
3.52K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 7.08% |
$128K - $141K
|
47.5K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.33K+ 37.09% |
$95K - $105K
|
8.62K
$366K
|