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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4- 2.9% |
$165 - $179
|
134
$5.77K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-2.2K- 1.79% |
$90.8K - $98.3K
|
121K
$5.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-200- 3.58% |
$8.26K - $8.94K
|
5.39K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.51K+ 7.38% |
$62.3K - $67.5K
|
21.9K
$945K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.55K+ 40.79% |
$312K - $337K
|
26K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
363K+ 16.45% |
$15M - $16.2M
|
2.57M
$111M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
479+ 2.68% |
$19.8K - $21.4K
|
18.4K
$791K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.86K+ 37.15% |
$118K - $128K
|
10.6K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.37% |
$785 - $849
|
5.09K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
130+ 0.48% |
$5.37K - $5.81K
|
27.2K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 73.17% |
$489K - $530K
|
28.1K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
156+ 1.9% |
$6.44K - $6.97K
|
8.38K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.11K- 6.24% |
$128K - $139K
|
46.7K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
410+ 3.45% |
$16.9K - $18.3K
|
12.3K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.39KNew |
$98.7K - $107K
|
2.39K
$103K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
317KNew |
$13.1M - $14.2M
|
317K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.58K+ 67.96% |
$230K - $249K
|
13.8K
$594K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$246K - $266K
|
5.95K
$256K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.5K+ 0.93% |
$62K - $67.2K
|
163K
$7.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.62KNew |
$232K - $251K
|
5.62K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17.9KNew |
$740K - $802K
|
17.9K
$772K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 18.14% |
$51.3K - $55.5K
|
8.09K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114K+ 170.82% |
$4.71M - $5.1M
|
181K
$7.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$441K - $477K
|
10.7K
$460K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
126New |
$5.2K - $5.63K
|
126
$5.43K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.0% |
$41.3 - $44.7
|
51
$2.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.26K+ 88.04% |
$217K - $235K
|
11.2K
$484K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16K+ 4.02% |
$378K - $410K
|
237K
$10.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.42K- 92.22% |
$141K - $153K
|
288
$12.4K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
392KNew |
$13.6M - $16.2M
|
392K
$16.9M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 130.51% |
$844K - $1.01M
|
43K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8KNew |
$1.55M - $1.86M
|
44.8K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.6KNew |
$1.82M - $2.18M
|
52.6K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$34.7 - $41.5
|
16.8K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.26KNew |
$286K - $343K
|
8.26K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
787New |
$27.3K - $32.6K
|
787
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$288K - $344K
|
8.3K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
543New |
$18.8K - $22.5K
|
543
$23.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
876New |
$30.4K - $36.3K
|
876
$37.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$19.5K - $23.3K
|
562
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 26.62% |
$395K - $473K
|
54.2K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.91KNew |
$170K - $204K
|
4.91K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12New |
$416 - $498
|
12
$517
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$101K - $121K
|
2.93K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-350- 42.68% |
$12.1K - $14.5K
|
470
$20.2K
|
|