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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 4358.67% |
$135K - $146K
|
3.34K
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.86K+ 37.15% |
$118K - $128K
|
10.6K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.82K+ 11.78% |
$117K - $126K
|
26.8K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.79KNew |
$115K - $125K
|
2.79K
$120K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.39KNew |
$98.7K - $107K
|
2.39K
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.36K+ 6.75% |
$97.3K - $105K
|
37.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.23K+ 4.05% |
$92.2K - $99.9K
|
57.4K
$2.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.55K+ 329.79% |
$64K - $69.3K
|
2.02K
$87K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.51K+ 7.38% |
$62.3K - $67.5K
|
21.9K
$945K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.5K+ 0.93% |
$62K - $67.2K
|
163K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.48KNew |
$61K - $66K
|
1.48K
$63.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.4K+ 22.52% |
$57.6K - $62.4K
|
7.6K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 0.94% |
$54.3K - $58.7K
|
140K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 18.14% |
$51.3K - $55.5K
|
8.09K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 17.08% |
$50.5K - $54.6K
|
8.38K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.21K+ 10.08% |
$50K - $54.2K
|
13.2K
$570K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12KNew |
$46.1K - $49.9K
|
1.12K
$48.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.1K+ 9.34% |
$45.6K - $49.4K
|
12.9K
$556K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 96.33% |
$45.5K - $49.3K
|
2.25K
$96.7K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 13.55% |
$45.5K - $49.3K
|
9.24K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 6.15% |
$43.8K - $47.5K
|
18.3K
$789K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 18.74% |
$43K - $46.6K
|
6.6K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
920+ 13.28% |
$38K - $41.1K
|
7.85K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
833+ 7.72% |
$34.4K - $37.2K
|
11.6K
$500K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
827+ 8.49% |
$34.1K - $37K
|
10.6K
$455K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
748+ 2.5% |
$30.9K - $33.4K
|
30.7K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
614New |
$25.4K - $27.5K
|
614
$26.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
532+ 8.69% |
$22K - $23.8K
|
6.66K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
479+ 2.68% |
$19.8K - $21.4K
|
18.4K
$791K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
439New |
$18.1K - $19.6K
|
439
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
427+ 5.59% |
$17.6K - $19.1K
|
8.06K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
418+ 1.13% |
$17.3K - $18.7K
|
37.5K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
410+ 3.45% |
$16.9K - $18.3K
|
12.3K
$530K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
392New |
$16.2K - $17.5K
|
392
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 1.07% |
$14.8K - $16.1K
|
34K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
156+ 1.9% |
$6.44K - $6.97K
|
8.38K
$361K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
150New |
$6.19K - $6.71K
|
150
$6.46K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
146+ 365.0% |
$6.03K - $6.53K
|
186
$8.01K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
137+ 2.46% |
$5.66K - $6.13K
|
5.71K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
134+ 52.55% |
$5.53K - $5.99K
|
389
$16.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
130+ 0.48% |
$5.37K - $5.81K
|
27.2K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
126New |
$5.2K - $5.63K
|
126
$5.43K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
101+ 776.92% |
$4.17K - $4.52K
|
114
$4.91K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
89+ 13.03% |
$3.67K - $3.98K
|
772
$33.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85+ 0.42% |
$3.51K - $3.8K
|
20.5K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
23+ 0.32% |
$950 - $1.03K
|
7.23K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.37% |
$867 - $939
|
5.64K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.37% |
$785 - $849
|
5.09K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
9New |
$372 - $402
|
9
$388
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.04% |
$165 - $179
|
10.6K
$455K
|
|