Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr (FIDI)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIDI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.7KNew |
$356K - $373K
|
14.7K
$370K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 15.62% |
$46K - $48.2K
|
14K
$354K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 3.61% |
$6.07K - $6.35K
|
7.18K
$181K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
133New |
$3.23K - $3.38K
|
133
$3.35K
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
119+ 0.86% |
$2.89K - $3.02K
|
14K
$352K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$24.3 - $25.4
|
1
$25.2
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-510- 4.91% |
$12.4K - $13K
|
9.87K
$249K
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-549- 1.17% |
$13.3K - $14K
|
46.5K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.32K- 0.36% |
$32.1K - $33.6K
|
364K
$9.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.75K- 20.19% |
$66.7K - $69.9K
|
10.9K
$274K
|
|