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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.4% |
$41.3 - $44.7
|
254
$10.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
532+ 8.69% |
$22K - $23.8K
|
6.66K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-68- 0.79% |
$2.81K - $3.04K
|
8.5K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 19.84% |
$6.93M - $7.5M
|
1.01M
$43.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.5K+ 36.2% |
$3.7M - $4M
|
337K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.64K+ 23.08% |
$150K - $163K
|
19.4K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.03K- 52.92% |
$83.9K - $90.9K
|
1.81K
$77.9K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.37% |
$867 - $939
|
5.64K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.21K+ 10.08% |
$50K - $54.2K
|
13.2K
$570K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
33.8K+ 20.15% |
$1.39M - $1.51M
|
201K
$8.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.8K+ 139.09% |
$2.8M - $3.03M
|
117K
$5.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
439New |
$18.1K - $19.6K
|
439
$18.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.1K+ 9.34% |
$45.6K - $49.4K
|
12.9K
$556K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-220- 3.65% |
$9.08K - $9.84K
|
5.8K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
38.1KNew |
$1.58M - $1.71M
|
38.1K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
418+ 1.13% |
$17.3K - $18.7K
|
37.5K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 161.31% |
$632K - $684K
|
24.8K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 4358.67% |
$135K - $146K
|
3.34K
$144K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
827+ 8.49% |
$34.1K - $37K
|
10.6K
$455K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 17.08% |
$50.5K - $54.6K
|
8.38K
$361K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
9New |
$372 - $402
|
9
$388
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 1.68% |
$261K - $282K
|
382K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.55K+ 329.79% |
$64K - $69.3K
|
2.02K
$87K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
114KNew |
$4.71M - $5.11M
|
114K
$4.92M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 18.74% |
$43K - $46.6K
|
6.6K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.3K- 8.02% |
$53.6K - $58K
|
14.9K
$641K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.04% |
$165 - $179
|
10.6K
$455K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$2.99M - $3.24M
|
72.4K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
79.6KNew |
$3.29M - $3.56M
|
79.6K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
127KNew |
$5.23M - $5.66M
|
127K
$5.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
392New |
$16.2K - $17.5K
|
392
$16.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.92K+ 43.66% |
$410K - $444K
|
32.6K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.7K+ 9.93% |
$2.59M - $2.8M
|
695K
$29.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.4K+ 22.52% |
$57.6K - $62.4K
|
7.6K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.44K- 34.18% |
$183K - $198K
|
8.54K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
146+ 365.0% |
$6.03K - $6.53K
|
186
$8.01K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 12.88% |
$161K - $174K
|
34.2K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.44K+ 16.54% |
$307K - $333K
|
52.4K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
25.3KNew |
$1.05M - $1.13M
|
25.3K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-1.45K- 9.06% |
$60K - $65K
|
14.6K
$629K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
920+ 13.28% |
$38K - $41.1K
|
7.85K
$338K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.09K- 34.11% |
$293K - $317K
|
13.7K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.36% |
$82.6 - $89.4
|
565
$24.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 44.17% |
$163K - $177K
|
12.9K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
614New |
$25.4K - $27.5K
|
614
$26.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2K- 12.16% |
$82.6K - $89.4K
|
14.5K
$622K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.82K+ 11.78% |
$117K - $126K
|
26.8K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
66.4KNew |
$2.74M - $2.97M
|
66.4K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
252K+ 7.1% |
$10.4M - $11.3M
|
3.8M
$164M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 6.15% |
$43.8K - $47.5K
|
18.3K
$789K
|
|