Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Preferre (FPFD)
This table provides information about the institutional ownership of Fidelity Covington Tr Preferre (FPFD) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR PREFERRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3KNew |
$287K - $297K
|
13.3K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 80.66% |
$259K - $268K
|
26.9K
$590K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.24KNew |
$199K - $206K
|
9.24K
$203K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 18.64% |
$125K - $130K
|
37K
$811K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49K+ 3.34% |
$75.2K - $77.8K
|
108K
$2.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.87KNew |
$61.8K - $63.9K
|
2.87K
$62.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$21.6K - $22.3K
|
1K
$21.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
836+ 13.51% |
$18K - $18.6K
|
7.02K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
250+ 1.77% |
$5.39K - $5.58K
|
14.4K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
185New |
$3.99K - $4.13K
|
185
$4.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 0.83% |
$1.1K - $1.14K
|
6.21K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 0.49% |
$323 - $335
|
3.05K
$66.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.6 - $22.3
|
1
$21.9
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.38% |
$43.1 - $44.6
|
531
$11.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-107- 6.68% |
$2.31K - $2.39K
|
1.49K
$32.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-478- 0.95% |
$10.3K - $10.7K
|
50K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.6K- 48.73% |
$423K - $438K
|
20.6K
$453K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-152K- 99.4% |
$3.28M - $3.4M
|
924
$20.3K
|
|