Latest Institutional Transactions on Fidelity Covington Tr Small Mi (FSMD)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 3.5% |
$8.81K - $9.18K
|
6.16K
$265K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
299KNew |
$12.6M - $13.2M
|
299K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-114- 1.36% |
$4.83K - $5.03K
|
8.26K
$356K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2+ 0.03% |
$84.7 - $88.2
|
7.23K
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
958+ 2.56% |
$40.6K - $42.3K
|
38.4K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
28+ 9.72% |
$1.19K - $1.24K
|
316
$13.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
352+ 1.6% |
$14.9K - $15.5K
|
22.3K
$960K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
488+ 4.62% |
$20.7K - $21.5K
|
11K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.13K+ 36.7% |
$175K - $182K
|
15.4K
$662K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-127- 0.85% |
$5.38K - $5.6K
|
14.8K
$636K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48KNew |
$232K - $242K
|
5.48K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 43.48% |
$237K - $247K
|
18.5K
$797K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$82.8K - $86.3K
|
107K
$4.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-300- 23.08% |
$12.7K - $13.2K
|
1K
$43.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.99K+ 9.93% |
$84K - $87.6K
|
22K
$946K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
427KNew |
$17.6M - $19.1M
|
427K
$18.4M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
89+ 13.03% |
$3.67K - $3.98K
|
772
$33.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 96.33% |
$45.5K - $49.3K
|
2.25K
$96.7K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
150New |
$6.19K - $6.71K
|
150
$6.46K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12KNew |
$46.1K - $49.9K
|
1.12K
$48.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 74900.0% |
$433K - $469K
|
10.5K
$452K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.69K+ 33.51% |
$194K - $210K
|
18.7K
$805K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.62K+ 2.61% |
$149K - $162K
|
142K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5KNew |
$1.63M - $1.77M
|
39.5K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.1K+ 168.34% |
$2.11M - $2.28M
|
81.4K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
427+ 5.59% |
$17.6K - $19.1K
|
8.06K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.8K+ 28.55% |
$1.06M - $1.15M
|
116K
$5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 10.69% |
$4.93M - $5.34M
|
1.24M
$53.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85+ 0.42% |
$3.51K - $3.8K
|
20.5K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 0.94% |
$54.3K - $58.7K
|
140K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.7K+ 42.08% |
$4.12M - $4.46M
|
337K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-176K- 25.69% |
$7.28M - $7.89M
|
510K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-65- 84.42% |
$2.68K - $2.91K
|
12
$517
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.6K+ 13.82% |
$1.63M - $1.77M
|
326K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.4K+ 25.97% |
$347K - $376K
|
40.7K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.62K- 70.1% |
$232K - $251K
|
2.4K
$103K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 1.07% |
$14.8K - $16.1K
|
34K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126KNew |
$5.19M - $5.62M
|
126K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 13.55% |
$45.5K - $49.3K
|
9.24K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.23K+ 4.05% |
$92.2K - $99.9K
|
57.4K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-135K- 33.94% |
$5.57M - $6.03M
|
262K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.11% |
$41.3 - $44.7
|
935
$40.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-396- 1.25% |
$16.4K - $17.7K
|
31.3K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9KNew |
$451K - $488K
|
10.9K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.4KNew |
$223K - $241K
|
5.4K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.6KNew |
$273K - $295K
|
6.6K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-774- 8.08% |
$32K - $34.6K
|
8.81K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.36K+ 6.75% |
$97.3K - $105K
|
37.3K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.48KNew |
$61K - $66K
|
1.48K
$63.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 40.12% |
$6.74M - $7.3M
|
570K
$24.6M
|
|