Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Ind (FIDU)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Ind (FIDU) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3.98K+ 3.0% |
$318K - $332K
|
137K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
3.02K+ 26.45% |
$242K - $252K
|
14.4K
$1.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44KNew |
$115K - $120K
|
1.44K
$116K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.27K+ 3.84% |
$101K - $106K
|
34.2K
$2.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
492+ 3.17% |
$39.4K - $41.1K
|
16K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
439+ 0.72% |
$35.1K - $36.6K
|
61.3K
$4.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
322+ 5.96% |
$25.8K - $26.9K
|
5.73K
$463K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 8.73% |
$18.6K - $19.4K
|
2.89K
$233K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
211+ 7.03% |
$16.9K - $17.6K
|
3.21K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
55+ 2.18% |
$4.4K - $4.59K
|
2.58K
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47+ 2.38% |
$3.76K - $3.92K
|
2.03K
$163K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$960 - $1K
|
12
$969
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.15% |
$400 - $417
|
3.24K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
5+ 0.16% |
$400 - $417
|
3.05K
$246K
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-28- 0.57% |
$2.24K - $2.34K
|
4.92K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-42- 0.23% |
$3.36K - $3.51K
|
18.1K
$1.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-42- 0.29% |
$3.36K - $3.51K
|
14.5K
$1.17M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-86- 2.24% |
$6.88K - $7.18K
|
3.76K
$303K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-146- 1.19% |
$11.7K - $12.2K
|
12.1K
$975K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-160- 2.86% |
$12.8K - $13.4K
|
5.43K
$438K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-260- 9.45% |
$20.8K - $21.7K
|
2.49K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-271- 1.01% |
$21.7K - $22.6K
|
26.5K
$2.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-337- 10.5% |
$27K - $28.1K
|
2.87K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-534- 3.53% |
$42.7K - $44.6K
|
14.6K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-573- 6.35% |
$45.8K - $47.8K
|
8.45K
$682K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-601- 12.03% |
$48.1K - $50.2K
|
4.4K
$355K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 17.63% |
$103K - $107K
|
6.01K
$485K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.29K- 28.98% |
$103K - $108K
|
3.16K
$255K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.35K- 14.48% |
$268K - $280K
|
19.8K
$1.6M
|
|