Latest Institutional Purchases of Fidelity Covington Tr (FSMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr (FSMO) 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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
349KNew |
N/A
|
349K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
81.7K+ 56.01% |
N/A
|
228K
$5.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
78.1K+ 18.38% |
N/A
|
503K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.3K+ 126.95% |
N/A
|
57.7K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$752K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
27.3K+ 21.68% |
N/A
|
153K
$4.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 14.96% |
N/A
|
117K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.8K+ 3.0% |
N/A
|
407K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.84K+ 803.18% |
N/A
|
11.1K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.66K+ 2.72% |
N/A
|
364K
$9.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.19K+ 46.57% |
N/A
|
25.8K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.91KNew |
N/A
|
7.91K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.95K+ 48.61% |
N/A
|
18.2K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.81K+ 22.13% |
N/A
|
21K
$553K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$73.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$66.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$66.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 14.99% |
N/A
|
13.2K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25K+ 77.43% |
N/A
|
2.87K
$75.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24K+ 5.65% |
N/A
|
23.1K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
574New |
N/A
|
574
$15.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
393New |
N/A
|
393
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
214+ 2.78% |
N/A
|
7.93K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
202New |
N/A
|
202
$5.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88New |
N/A
|
88
$2.31K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75+ 0.59% |
N/A
|
12.8K
$336K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23+ 2.69% |
N/A
|
878
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1New |
N/A
|
1
$26.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
768KNew |
N/A
|
768K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111New |
N/A
|
111
$2.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71New |
N/A
|
71
$1.87K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
50New |
N/A
|
50
$1.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
47New |
N/A
|
47
$1.24K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13New |
N/A
|
13
$342
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.7KNew |
N/A
|
41.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.45K+ 49.0% |
N/A
|
7.45K
$196K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
488New |
$12.1K - $13.3K
|
488
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$223 - $245
|
9
$237
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44New |
$0 - $1.15K
|
44
$1.16K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 38.29% |
$107K - $122K
|
16.9K
$443K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
457KNew |
$8.95M - $10.9M
|
457K
$12M
|
|