Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Con (FSTA)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Con (FSTA) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI CON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 60.9% |
$6.81M - $7.22M
|
363K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
43.7K+ 19.99% |
$2.16M - $2.3M
|
262K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
43.3K+ 10.2% |
$2.15M - $2.28M
|
468K
$22.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
29.5K+ 28.76% |
$1.46M - $1.55M
|
132K
$6.43M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$758K - $804K
|
15.3K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 148.29% |
$645K - $685K
|
21.8K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.58KNew |
$376K - $398K
|
7.58K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7K+ 5.22% |
$347K - $368K
|
141K
$6.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.34K+ 98.2% |
$314K - $333K
|
12.8K
$622K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53K+ 11.65% |
$274K - $290K
|
52.9K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.26KNew |
$261K - $277K
|
5.26K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.02K+ 2.52% |
$150K - $159K
|
123K
$5.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.29K+ 6.72% |
$113K - $120K
|
36.4K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.95K+ 34.0% |
$96.5K - $102K
|
7.67K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.72K+ 12.37% |
$85.4K - $90.5K
|
15.6K
$761K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.38KNew |
$68.6K - $72.7K
|
1.38K
$67.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.3K+ 4.65% |
$64.4K - $68.3K
|
29.3K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 160.26% |
$54.6K - $57.9K
|
1.79K
$87K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
940+ 56.22% |
$46.6K - $49.4K
|
2.61K
$127K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
632+ 10.88% |
$31.3K - $33.2K
|
6.44K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
599+ 140.61% |
$29.7K - $31.5K
|
1.03K
$49.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273+ 1.56% |
$13.5K - $14.4K
|
17.8K
$866K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
200New |
$9.91K - $10.5K
|
200
$9.73K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
192+ 0.69% |
$9.52K - $10.1K
|
28.2K
$1.37M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168+ 0.3% |
$8.33K - $8.83K
|
56.4K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 3.63% |
$7.04K - $7.46K
|
4.06K
$197K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
142+ 3.63% |
$7.04K - $7.46K
|
4.06K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
102New |
$5.06K - $5.36K
|
102
$4.96K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
59+ 1.1% |
$2.92K - $3.1K
|
5.43K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 0.55% |
$2.23K - $2.37K
|
8.23K
$401K
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
24+ 0.55% |
$1.19K - $1.26K
|
4.39K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21New |
$1.04K - $1.1K
|
21
$1.02K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14+ 0.23% |
$694 - $736
|
6.14K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$595 - $631
|
12
$584
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.32% |
$595 - $631
|
3.71K
$181K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.87% |
$496 - $526
|
1.15K
$56.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$496 - $526
|
10
$486
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$397 - $421
|
13K
$631K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.58% |
$297 - $315
|
1.04K
$50.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$198 - $210
|
4
$195
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3New |
$149 - $158
|
3
$146
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.29% |
$99.1 - $105
|
687
$33.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.6% |
$297 - $315
|
1K
$48.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15- 0.17% |
$744 - $789
|
8.86K
$431K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-157- 1.99% |
$7.78K - $8.25K
|
7.75K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-233- 0.98% |
$11.5K - $12.2K
|
23.5K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-408- 8.09% |
$20.2K - $21.4K
|
4.64K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-417- 0.29% |
$20.7K - $21.9K
|
145K
$7.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-476- 25.25% |
$23.6K - $25K
|
1.41K
$68.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-565- 0.72% |
$28K - $29.7K
|
77.7K
$3.78M
|