Latest Institutional Transactions on Fidelity Covington Tr Value Fa (FVAL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 0.1% |
$607 - $642
|
9.23K
$649K
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.31K+ 27.72% |
$358K - $379K
|
24.5K
$1.72M
|
|
|
Jan 29, 2026
Q4 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-50- 0.27% |
$3.37K - $3.57K
|
18.5K
$1.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 107.7% |
$72.6K - $76.9K
|
2.08K
$146K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.2K+ 6.61% |
$485K - $514K
|
116K
$8.16M
|
|
|
Jan 29, 2026
Q4 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.31K+ 0.54% |
$156K - $165K
|
430K
$30.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
31+ 0.52% |
$2.09K - $2.21K
|
5.98K
$420K
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
451+ 3.18% |
$30.4K - $32.2K
|
14.6K
$1.03M
|
|
|
Jan 28, 2026
Q4 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
275+ 1.83% |
$18.5K - $19.6K
|
15.3K
$1.07M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
17.6K+ 41.4% |
$1.19M - $1.26M
|
60.1K
$4.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-68.9K- 17.15% |
$4.65M - $4.92M
|
333K
$23.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.03K+ 37.72% |
$272K - $288K
|
14.7K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-48.3K- 59.29% |
$3.26M - $3.45M
|
33.2K
$2.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.23KNew |
$150K - $159K
|
2.23K
$157K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 200.42% |
$769K - $814K
|
17.1K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-566- 3.35% |
$38.2K - $40.4K
|
16.3K
$1.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-60.7K- 70.94% |
$4.09M - $4.33M
|
24.9K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
542New |
$36.5K - $38.7K
|
542
$38.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.1K+ 83.28% |
$209K - $222K
|
6.83K
$480K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.9KNew |
$801K - $847K
|
11.9K
$834K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.23K+ 3.06% |
$82.6K - $87.4K
|
41.3K
$2.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.9K- 4.32% |
$128K - $135K
|
42K
$2.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
21.5KNew |
$1.45M - $1.53M
|
21.5K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.4% |
$337 - $357
|
1.25K
$88K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
17+ 0.33% |
$1.15K - $1.21K
|
5.25K
$369K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.81KNew |
$190K - $201K
|
2.81K
$198K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78KNew |
$187K - $198K
|
2.78K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-85- 1.88% |
$5.73K - $6.07K
|
4.44K
$312K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58+ 1.25% |
$3.91K - $4.14K
|
4.69K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.8K+ 35.55% |
$2.01M - $2.13M
|
114K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
52+ 0.48% |
$3.51K - $3.71K
|
10.8K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.07% |
$472 - $500
|
10.3K
$724K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110K+ 61.32% |
$7.44M - $7.87M
|
290K
$20.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-91- 1.74% |
$6.13K - $6.49K
|
5.14K
$361K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-217- 5.15% |
$14.6K - $15.5K
|
3.99K
$281K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
735+ 7.69% |
$46.8K - $50.8K
|
10.3K
$723K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01K- 30.54% |
$64.6K - $70.1K
|
2.3K
$162K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.67K+ 89.27% |
$489K - $530K
|
16.3K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.14% |
$382 - $415
|
4.29K
$301K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-147- 4.2% |
$9.37K - $10.2K
|
3.35K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2K- 1.96% |
$127K - $138K
|
99.8K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.62K- 19.42% |
$613K - $666K
|
39.9K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-268- 5.03% |
$17.1K - $18.5K
|
5.06K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.78K- 9.1% |
$177K - $192K
|
27.8K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.12K- 11.63% |
$199K - $216K
|
23.7K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 35.17% |
$274K - $298K
|
16.5K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 4.7% |
$737K - $800K
|
258K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 4.75% |
$9.82K - $10.7K
|
3.4K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 25.55% |
$66.2K - $71.8K
|
3.02K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13KNew |
$199K - $216K
|
3.13K
$220K
|
|