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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2K+ 29.6% |
$1.22M - $1.33M
|
84K
$5.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
47+ 0.91% |
$3K - $3.25K
|
5.23K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
669+ 3.98% |
$42.6K - $46.3K
|
17.5K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-169K- 52.58% |
$10.8M - $11.7M
|
152K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
162New |
$10.3K - $11.2K
|
162
$11.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100+ 555.56% |
$6.37K - $6.92K
|
118
$8.29K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 37.09% |
$98.2K - $107K
|
5.69K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.7K+ 3.05% |
$808K - $877K
|
428K
$30M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-88- 1.65% |
$5.61K - $6.09K
|
5.23K
$368K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.4% |
$319 - $346
|
1.25K
$87.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 0.95% |
$108K - $117K
|
180K
$12.6M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193K+ 116.85% |
$10.2M - $12.3M
|
358K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.21KNew |
$222K - $269K
|
4.21K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
253New |
$13.4K - $16.2K
|
253
$17.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
37New |
$1.95K - $2.36K
|
37
$2.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
982New |
$51.8K - $62.7K
|
982
$69K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
100+ 15.17% |
$5.28K - $6.39K
|
759
$53.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
72New |
$3.8K - $4.6K
|
72
$5.06K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.55% |
$1.43K - $1.72K
|
4.9K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
111+ 3.05% |
$5.86K - $7.09K
|
3.75K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 8.55% |
$136K - $165K
|
27.6K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-616- 12.76% |
$32.5K - $39.3K
|
4.21K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-45- 0.98% |
$2.38K - $2.87K
|
4.53K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11+ 366.67% |
$581 - $703
|
14
$984
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-492- 10.46% |
$26K - $31.4K
|
4.21K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$158 - $192
|
3
$211
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
109New |
$6.41K - $7.09K
|
109
$7.66K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 5.62% |
$91.3K - $101K
|
26.1K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-126- 82.35% |
$7.41K - $8.19K
|
27
$1.9K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-624- 88.89% |
$36.7K - $40.6K
|
78
$5.48K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-123- 1.38% |
$7.23K - $8K
|
8.78K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.63M - $1.8M
|
27.7K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
861New |
$50.6K - $56K
|
861
$60.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29New |
$1.7K - $1.89K
|
29
$2.04K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13New |
$764 - $845
|
13
$913
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.1K- 11.95% |
$651K - $720K
|
81.5K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.23KNew |
$249K - $275K
|
4.23K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.29KNew |
$252K - $279K
|
4.29K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28- 50.0% |
$1.65K - $1.82K
|
28
$1.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.68% |
$5.88K - $6.5K
|
3.63K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$882 - $975
|
15
$1.05K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-150- 1.7% |
$9.03K - $9.66K
|
8.68K
$610K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.08KNew |
$246K - $263K
|
4.08K
$287K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$722 - $773
|
12
$843
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
68New |
$4.09K - $4.38K
|
68
$4.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.49% |
$111K - $119K
|
11.9K
$834K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.23KNew |
$134K - $144K
|
2.23K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33KNew |
$321K - $343K
|
5.33K
$375K
|
|