Latest Institutional Purchases of Fidelity Covington Tr Value Fa (FVAL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
402KNew |
$25.6M - $27.8M
|
402K
$28.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
391K+ 1449.02% |
$24.9M - $27M
|
418K
$29.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
149K+ 99.17% |
$9.49M - $10.3M
|
299K
$21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.3K+ 5.6% |
$4.99M - $5.42M
|
1.48M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.1K+ 31.55% |
$3.58M - $3.88M
|
234K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 15.77% |
$2.96M - $3.21M
|
341K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.7K+ 30.29% |
$2.72M - $2.95M
|
184K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
42.5KNew |
$2.71M - $2.94M
|
42.5K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3K+ 11.37% |
$1.29M - $1.4M
|
199K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2K+ 29.6% |
$1.22M - $1.33M
|
84K
$5.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7K+ 6.58% |
$812K - $881K
|
206K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.7K+ 3.05% |
$808K - $877K
|
428K
$30M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 4.7% |
$737K - $800K
|
258K
$18.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
9.43KNew |
$601K - $652K
|
9.43K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 31.88% |
$531K - $576K
|
34.5K
$2.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.67K+ 89.27% |
$489K - $530K
|
16.3K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.48KNew |
$413K - $448K
|
6.48K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.1KNew |
$389K - $422K
|
6.1K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.84K+ 4.81% |
$372K - $404K
|
127K
$8.94M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36K+ 38.39% |
$342K - $371K
|
19.3K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.29K+ 96.94% |
$337K - $366K
|
10.8K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 32.52% |
$300K - $325K
|
19.2K
$1.35M
|
|
|
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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96K+ 3.78% |
$253K - $274K
|
109K
$7.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.39KNew |
$216K - $235K
|
3.39K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29K+ 66.63% |
$210K - $227K
|
8.22K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.13KNew |
$199K - $216K
|
3.13K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.97KNew |
$189K - $205K
|
2.97K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 15.77% |
$181K - $196K
|
20.8K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.07K+ 59.27% |
$132K - $143K
|
5.57K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.99K+ 2.52% |
$127K - $138K
|
80.9K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.7K+ 3863.64% |
$108K - $118K
|
1.74K
$123K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 0.95% |
$108K - $117K
|
180K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.68K+ 5.14% |
$107K - $116K
|
34.3K
$2.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.6K+ 1.46% |
$102K - $110K
|
111K
$7.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 37.09% |
$98.2K - $107K
|
5.69K
$400K
|
|
|
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 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.13K+ 1.33% |
$71.8K - $78K
|
85.6K
$6.01M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 30.38% |
$64.2K - $69.7K
|
4.32K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
965+ 17.26% |
$61.5K - $66.8K
|
6.56K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
930+ 12.13% |
$59.3K - $64.3K
|
8.6K
$604K
|
|
|
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
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
838+ 6.28% |
$53.4K - $58K
|
14.2K
$996K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
735+ 7.69% |
$46.8K - $50.8K
|
10.3K
$723K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
669+ 3.98% |
$42.6K - $46.3K
|
17.5K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
667+ 4.43% |
$42.5K - $46.1K
|
15.7K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 10.62% |
$28.2K - $30.6K
|
4.6K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
383+ 0.97% |
$24.4K - $26.5K
|
40K
$2.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
273New |
$17.4K - $18.9K
|
273
$19.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
242+ 576.19% |
$15.4K - $16.7K
|
284
$20K
|
|