Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO) during Q3 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
299KNew |
N/A
|
299K
$7.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70K+ 547.43% |
N/A
|
82.8K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
50.8K+ 241.52% |
N/A
|
71.9K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.7K+ 12.23% |
N/A
|
392K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40.4K+ 34.55% |
N/A
|
157K
$4.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.9KNew |
N/A
|
27.9K
$733K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
26.5K+ 86.32% |
N/A
|
57.3K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.8KNew |
N/A
|
22.8K
$599K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.6K+ 52.88% |
N/A
|
65.3K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.5K+ 167.62% |
N/A
|
29.6K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 73.8% |
N/A
|
31.6K
$831K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.76KNew |
N/A
|
9.76K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 72.21% |
N/A
|
19K
$499K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$184K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
6.05K+ 3.95% |
N/A
|
159K
$4.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.71K+ 4.27% |
N/A
|
140K
$3.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 4.36% |
N/A
|
24.1K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
376+ 42.82% |
N/A
|
1.25K
$33K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
346+ 12.06% |
N/A
|
3.22K
$84.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
56New |
N/A
|
56
$1.47K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
51+ 0.64% |
N/A
|
7.98K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47+ 1.83% |
N/A
|
2.62K
$68.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
44+ 4400.0% |
N/A
|
45
$1.18K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37+ 264.29% |
N/A
|
51
$1.34K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12New |
N/A
|
12
$315
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2+ 0.02% |
N/A
|
10.5K
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.25% |
N/A
|
394
$10.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-143- 1.08% |
N/A
|
13.1K
$343K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 91.09% |
N/A
|
18
$473
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-282- 2.16% |
N/A
|
12.7K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-760- 4.87% |
N/A
|
14.8K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-893- 0.22% |
N/A
|
406K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 10.15% |
N/A
|
11.7K
$308K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.27K- 19.13% |
N/A
|
9.59K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-4.54K- 2.0% |
N/A
|
223K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.64K- 25.77% |
N/A
|
16.3K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.51K- 36.87% |
N/A
|
16.3K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 3.11% |
N/A
|
353K
$9.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-112K- 22.24% |
N/A
|
391K
$10.3M
|
|