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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 95.26% |
$1.13M - $1.35M
|
66.7K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.2KNew |
$562K - $672K
|
16.2K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.2KNew |
$561K - $671K
|
16.2K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.98KNew |
$207K - $248K
|
5.98K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.84KNew |
$133K - $159K
|
3.84K
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 15.8% |
$42.3K - $50.6K
|
8.95K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
616+ 19.95% |
$21.4K - $25.5K
|
3.7K
$155K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20New |
$693 - $829
|
20
$838
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
896K+ 34.68% |
$34.1M - $38.7M
|
3.48M
$146M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
719KNew |
$27.4M - $31.1M
|
719K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450K+ 111.03% |
$17.1M - $19.4M
|
855K
$35.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 74.63% |
$10.1M - $11.5M
|
621K
$26M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
156KNew |
$5.92M - $6.73M
|
156K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 56.15% |
$5.13M - $5.83M
|
375K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94K+ 40.68% |
$3.58M - $4.06M
|
325K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.8K+ 59.24% |
$3.53M - $4.01M
|
249K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.5K+ 112.98% |
$3.33M - $3.78M
|
165K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79.8K+ 4.56% |
$3.03M - $3.45M
|
1.83M
$76.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.9K+ 30.42% |
$2.74M - $3.11M
|
308K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71.4KNew |
$2.72M - $3.09M
|
71.4K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
65.3KNew |
$2.48M - $2.82M
|
65.3K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 14.53% |
$2.11M - $2.4M
|
438K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8K+ 155.77% |
$2.01M - $2.28M
|
86.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48.1KNew |
$1.83M - $2.08M
|
48.1K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44.6KNew |
$1.7M - $1.93M
|
44.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32.1KNew |
$1.22M - $1.39M
|
32.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.7K+ 84.57% |
$939K - $1.07M
|
53.9K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 104.62% |
$816K - $927K
|
42K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 9.22% |
$792K - $900K
|
247K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
16.8KNew |
$640K - $727K
|
16.8K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5KNew |
$626K - $711K
|
16.5K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1KNew |
$613K - $696K
|
16.1K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 285.77% |
$547K - $622K
|
19.4K
$813K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 210.32% |
$481K - $547K
|
18.7K
$782K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$424K - $482K
|
11.2K
$467K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.8KNew |
$411K - $467K
|
10.8K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$402K - $457K
|
10.6K
$443K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.04K+ 113.49% |
$344K - $390K
|
17K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.91K+ 2.48% |
$339K - $385K
|
368K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.14KNew |
$310K - $352K
|
8.14K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
7.84K+ 47.94% |
$298K - $339K
|
24.2K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.2K+ 4.68% |
$274K - $311K
|
161K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
6.91KNew |
$263K - $298K
|
6.91K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65KNew |
$253K - $287K
|
6.65K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.18K+ 33.45% |
$235K - $267K
|
24.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.58KNew |
$212K - $241K
|
5.58K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.11K+ 10.75% |
$194K - $221K
|
52.6K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.4K+ 30.87% |
$167K - $190K
|
18.7K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.27K+ 216.92% |
$162K - $185K
|
6.24K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27KNew |
$162K - $184K
|
4.27K
$179K
|
|