Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR SMALL-MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
299KNew |
$12.6M - $13.2M
|
299K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 43.48% |
$237K - $247K
|
18.5K
$797K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48KNew |
$232K - $242K
|
5.48K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.13K+ 36.7% |
$175K - $182K
|
15.4K
$662K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.99K+ 9.93% |
$84K - $87.6K
|
22K
$946K
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
488+ 4.62% |
$20.7K - $21.5K
|
11K
$476K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
352+ 1.6% |
$14.9K - $15.5K
|
22.3K
$960K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 3.5% |
$8.81K - $9.18K
|
6.16K
$265K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
28+ 9.72% |
$1.19K - $1.24K
|
316
$13.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2+ 0.03% |
$84.7 - $88.2
|
7.23K
$311K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-114- 1.36% |
$4.83K - $5.03K
|
8.26K
$356K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-127- 0.85% |
$5.38K - $5.6K
|
14.8K
$636K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-300- 23.08% |
$12.7K - $13.2K
|
1K
$43.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$82.8K - $86.3K
|
107K
$4.6M
|
|