Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
94.6K+ 36.31% |
N/A
|
355K
$9.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
53.7KNew |
N/A
|
53.7K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 99.06% |
N/A
|
24.5K
$644K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.35K+ 3.0% |
N/A
|
46.4K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
468+ 61.82% |
N/A
|
1.23K
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
372+ 1.72% |
N/A
|
22K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
186New |
N/A
|
186
$4.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-821- 5.11% |
N/A
|
15.3K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.92K- 21.36% |
N/A
|
18.1K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7.19K- 3.72% |
N/A
|
186K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.5K- 22.17% |
N/A
|
181K
$4.75M
|