Latest Institutional Purchases of Fidelity Covington Tr Small Mi (FSMD)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Small Mi (FSMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
363K+ 16.45% |
$15M - $16.2M
|
2.57M
$111M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
317KNew |
$13.1M - $14.2M
|
317K
$13.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
252K+ 7.1% |
$10.4M - $11.3M
|
3.8M
$164M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 19.84% |
$6.93M - $7.5M
|
1.01M
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 40.12% |
$6.74M - $7.3M
|
570K
$24.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
127KNew |
$5.23M - $5.66M
|
127K
$5.45M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 10.69% |
$4.93M - $5.34M
|
1.24M
$53.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
114KNew |
$4.71M - $5.11M
|
114K
$4.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114K+ 170.82% |
$4.71M - $5.1M
|
181K
$7.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.7K+ 42.08% |
$4.12M - $4.46M
|
337K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.5K+ 36.2% |
$3.7M - $4M
|
337K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
79.6KNew |
$3.29M - $3.56M
|
79.6K
$3.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$2.99M - $3.24M
|
72.4K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.8K+ 139.09% |
$2.8M - $3.03M
|
117K
$5.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
66.4KNew |
$2.74M - $2.97M
|
66.4K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.7K+ 9.93% |
$2.59M - $2.8M
|
695K
$29.9M
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.6K+ 13.82% |
$1.63M - $1.77M
|
326K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5KNew |
$1.63M - $1.77M
|
39.5K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
38.1KNew |
$1.58M - $1.71M
|
38.1K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
33.8K+ 20.15% |
$1.39M - $1.51M
|
201K
$8.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.8K+ 28.55% |
$1.06M - $1.15M
|
116K
$5M
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
25.3KNew |
$1.05M - $1.13M
|
25.3K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17.9KNew |
$740K - $802K
|
17.9K
$772K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 161.31% |
$632K - $684K
|
24.8K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 5.84% |
$620K - $671K
|
272K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 73.17% |
$489K - $530K
|
28.1K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9KNew |
$451K - $488K
|
10.9K
$470K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$441K - $477K
|
10.7K
$460K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 74900.0% |
$433K - $469K
|
10.5K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.92K+ 43.66% |
$410K - $444K
|
32.6K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16K+ 4.02% |
$378K - $410K
|
237K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.4K+ 25.97% |
$347K - $376K
|
40.7K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.55K+ 40.79% |
$312K - $337K
|
26K
$1.12M
|
|
|
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 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.6KNew |
$273K - $295K
|
6.6K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 1.68% |
$261K - $282K
|
382K
$16.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$246K - $266K
|
5.95K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.62KNew |
$232K - $251K
|
5.62K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.58K+ 67.96% |
$230K - $249K
|
13.8K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.4KNew |
$223K - $241K
|
5.4K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.26K+ 88.04% |
$217K - $235K
|
11.2K
$484K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.69K+ 33.51% |
$194K - $210K
|
18.7K
$805K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.05K+ 5.53% |
$167K - $181K
|
77.3K
$3.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 44.17% |
$163K - $177K
|
12.9K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 12.88% |
$161K - $174K
|
34.2K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.64K+ 23.08% |
$150K - $163K
|
19.4K
$836K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.62K+ 2.61% |
$149K - $162K
|
142K
$6.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 4358.67% |
$135K - $146K
|
3.34K
$144K
|
|