Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.3KNew |
$1.77M - $1.9M
|
76.3K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.9K+ 10.6% |
$1.32M - $1.41M
|
594K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.5K+ 62.38% |
$964K - $1.03M
|
108K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.8K+ 20.64% |
$413K - $442K
|
104K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.4K+ 62.59% |
$403K - $431K
|
45.1K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
16.9KNew |
$393K - $420K
|
16.9K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 125.06% |
$340K - $364K
|
26.4K
$665K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
13.8KNew |
$321K - $344K
|
13.8K
$349K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.1KNew |
$282K - $302K
|
12.1K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.9K+ 19.17% |
$277K - $296K
|
74K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 102.43% |
$234K - $250K
|
19.9K
$502K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.1KNew |
$211K - $226K
|
9.1K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.44K+ 6.85% |
$173K - $185K
|
116K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.23K+ 14.11% |
$168K - $180K
|
58.5K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.87K+ 12.05% |
$159K - $171K
|
63.8K
$1.61M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.73K+ 48.01% |
$110K - $118K
|
14.6K
$368K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.51KNew |
$81.5K - $87.3K
|
3.51K
$88.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.39K+ 112.25% |
$78.7K - $84.2K
|
6.41K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 17.42% |
$64.8K - $69.4K
|
18.8K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 18.92% |
$64.1K - $68.6K
|
17.4K
$438K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 56.46% |
$58.1K - $62.1K
|
6.93K
$175K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.57K+ 8.54% |
$36.5K - $39.1K
|
20K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.53KNew |
$35.6K - $38.1K
|
1.53K
$38.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.48K+ 9.55% |
$34.3K - $36.7K
|
17K
$428K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
659+ 599.09% |
$15.3K - $16.4K
|
769
$19.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
600New |
$13.9K - $14.9K
|
600
$15.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 1.53% |
$5.97K - $6.39K
|
17K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
196+ 5.25% |
$4.55K - $4.87K
|
3.93K
$99K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
131+ 0.7% |
$3.04K - $3.26K
|
18.7K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
82+ 0.22% |
$1.9K - $2.04K
|
37.1K
$937K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75New |
$1.74K - $1.86K
|
75
$1.89K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31New |
$720 - $770
|
31
$782
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
17+ 0.18% |
$395 - $422
|
9.45K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$46.4 - $49.7
|
6.58K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$46.4 - $49.7
|
258
$6.51K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$23.2 - $24.9
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 0.89% |
$11.6K - $12.4K
|
55.4K
$1.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-547- 1.15% |
$12.7K - $13.6K
|
47.1K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-988- 23.51% |
$22.9K - $24.6K
|
3.22K
$81.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.71K- 26.3% |
$86K - $92.1K
|
10.4K
$262K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-9.9K- 37.73% |
$230K - $246K
|
16.3K
$412K
|
|
|
Nov 07, 2025
Q3 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-10.2K- 2.72% |
$237K - $254K
|
366K
$9.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.7K- 53.15% |
$341K - $365K
|
12.9K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-34.7K- 57.81% |
$805K - $861K
|
25.3K
$638K
|
|