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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7K+ 6.58% |
$812K - $881K
|
206K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.39KNew |
$216K - $235K
|
3.39K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
75+ 2.05% |
$4.78K - $5.19K
|
3.73K
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.07K+ 59.27% |
$132K - $143K
|
5.57K
$391K
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-102- 0.68% |
$6.5K - $7.06K
|
15K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23.7K- 16.22% |
$1.51M - $1.64M
|
122K
$8.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.48KNew |
$413K - $448K
|
6.48K
$455K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
10New |
$637 - $692
|
10
$703
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 31.88% |
$531K - $576K
|
34.5K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66New |
$4.21K - $4.57K
|
66
$4.64K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36K+ 38.39% |
$342K - $371K
|
19.3K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.3K+ 5.6% |
$4.99M - $5.42M
|
1.48M
$104M
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.99K+ 2.52% |
$127K - $138K
|
80.9K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
391K+ 1449.02% |
$24.9M - $27M
|
418K
$29.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.3K- 53.48% |
$783K - $849K
|
10.7K
$750K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$382 - $415
|
6
$422
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
667+ 4.43% |
$42.5K - $46.1K
|
15.7K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 15.77% |
$181K - $196K
|
20.8K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
930+ 12.13% |
$59.3K - $64.3K
|
8.6K
$604K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1K- 24.9% |
$63.8K - $69.2K
|
3.02K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
134+ 1.47% |
$8.54K - $9.27K
|
9.22K
$648K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.97KNew |
$189K - $205K
|
2.97K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
67New |
$4.27K - $4.64K
|
67
$4.71K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-320- 1.69% |
$20.4K - $22.1K
|
18.6K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
9.43KNew |
$601K - $652K
|
9.43K
$663K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 42.78% |
$801K - $869K
|
16.8K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74- 0.71% |
$4.72K - $5.12K
|
10.3K
$724K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.6K- 40.35% |
$102K - $111K
|
2.37K
$166K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.1KNew |
$389K - $422K
|
6.1K
$428K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-554- 4.09% |
$35.3K - $38.3K
|
13K
$914K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
838+ 6.28% |
$53.4K - $58K
|
14.2K
$996K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
885+ 1.95% |
$56.4K - $61.2K
|
46.4K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.38% |
$510 - $553
|
2.14K
$150K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.41K- 15.52% |
$89.6K - $97.3K
|
7.65K
$538K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-767- 2.71% |
$48.9K - $53.1K
|
27.5K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.13K+ 1.33% |
$71.8K - $78K
|
85.6K
$6.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 32.52% |
$300K - $325K
|
19.2K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
242+ 576.19% |
$15.4K - $16.7K
|
284
$20K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.87K- 31.81% |
$502K - $545K
|
16.9K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 10.62% |
$28.2K - $30.6K
|
4.6K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-717- 13.4% |
$45.7K - $49.6K
|
4.64K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.11% |
$574 - $623
|
7.86K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.43K- 3.15% |
$91K - $98.8K
|
43.9K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-156- 4.55% |
$9.94K - $10.8K
|
3.27K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.49K+ 2.65% |
$94.8K - $103K
|
57.6K
$4.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-575K- 69.25% |
$36.6M - $39.8M
|
255K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
383+ 0.97% |
$24.4K - $26.5K
|
40K
$2.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
24+ 0.4% |
$1.53K - $1.66K
|
5.95K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$446 - $484
|
5.64K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
402KNew |
$25.6M - $27.8M
|
402K
$28.2M
|
|