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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 4.62% |
$56.8K - $60.8K
|
19.5K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.23KNew |
$134K - $144K
|
2.23K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20+ 0.27% |
$1.2K - $1.29K
|
7.3K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92K+ 228.19% |
$236K - $252K
|
5.64K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$146K - $156K
|
2.42K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.96K- 20.97% |
$419K - $448K
|
26.2K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33KNew |
$321K - $343K
|
5.33K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.54K- 14.24% |
$92.7K - $99.2K
|
9.27K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 31.79% |
$77.2K - $82.5K
|
2.75K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-565- 2.13% |
$34K - $36.4K
|
25.9K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68- 0.84% |
$4.09K - $4.38K
|
8.06K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 20.03% |
$128K - $137K
|
12.8K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$536K - $573K
|
8.9K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
559+ 4.18% |
$33.6K - $36K
|
13.9K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.21K+ 76.75% |
$434K - $464K
|
16.6K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53.9K+ 169.46% |
$3.24M - $3.47M
|
85.7K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-555- 9.98% |
$33.4K - $35.7K
|
5.01K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 62.83% |
$4.27K - $4.57K
|
42
$2.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$241 - $258
|
3.68K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-67.2K- 42.06% |
$4.05M - $4.33M
|
92.6K
$5.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.41KNew |
$205K - $220K
|
3.41K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.31K- 16.92% |
$560K - $599K
|
45.7K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-196- 4.06% |
$11.8K - $12.6K
|
4.63K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.77K- 13.12% |
$287K - $307K
|
31.6K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 1.64% |
$161K - $172K
|
161K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
787+ 1.53% |
$47.4K - $50.7K
|
52.3K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.86K+ 2.21% |
$473K - $506K
|
364K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
305+ 3.55% |
$18.4K - $19.6K
|
8.9K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.6KNew |
$1.96M - $2.1M
|
32.6K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
240+ 2.37% |
$14.4K - $15.5K
|
10.4K
$658K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.37% |
$782 - $837
|
3.51K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.99K- 3.97% |
$120K - $128K
|
48.1K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$14.7K - $15.8K
|
245
$15.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-514- 9.23% |
$30.9K - $33.1K
|
5.06K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.45% |
$181 - $193
|
669
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.5K+ 62.87% |
$1.24M - $1.32M
|
53.2K
$3.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$60.2 - $64.4
|
11.5K
$729K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7K+ 7.74% |
$3.63M - $3.98M
|
915K
$58.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88+ 0.96% |
$4.86K - $5.33K
|
9.26K
$588K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.64K- 10.72% |
$256K - $281K
|
38.6K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 0.4% |
$774 - $848
|
3.51K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81- 1.13% |
$4.48K - $4.91K
|
7.07K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.45K- 32.44% |
$191K - $209K
|
7.18K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
796+ 3.6% |
$44K - $48.2K
|
22.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
831+ 22.33% |
$45.9K - $50.4K
|
4.55K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.3KNew |
$1.4M - $1.53M
|
25.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.1K- 8.08% |
$670K - $734K
|
138K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.57K+ 5.79% |
$252K - $277K
|
83.5K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6K+ 14.82% |
$587K - $643K
|
82.2K
$5.22M
|
|