Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-279K- 63.59% |
$15.4M - $16.9M
|
160K
$9.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 48.39% |
$1.9M - $2.09M
|
36.7K
$2.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$9.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.3K- 44.97% |
$182K - $200K
|
4.03K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.42K- 5.09% |
$78.5K - $86.1K
|
26.5K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-736- 0.62% |
$40.7K - $44.6K
|
118K
$7.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-345- 5.84% |
$19.1K - $20.9K
|
5.56K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-142- 3.46% |
$7.85K - $8.61K
|
3.96K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-115- 3.03% |
$6.36K - $6.97K
|
3.68K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.44K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-151K- 65.7% |
$8.24M - $8.7M
|
78.9K
$4.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 31.18% |
$6.21M - $6.56M
|
251K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.7K- 32.28% |
$3.96M - $4.18M
|
152K
$9.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.7K- 26.37% |
$2.93M - $3.09M
|
150K
$9.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8.1K- 44.14% |
$442K - $467K
|
10.3K
$630K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.28K- 10.97% |
$342K - $361K
|
50.9K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.45K- 16.17% |
$297K - $314K
|
28.2K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.5K- 8.6% |
$191K - $201K
|
37.2K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.45K- 7.38% |
$188K - $198K
|
43.2K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-909- 11.27% |
$49.5K - $52.3K
|
7.16K
$440K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 7.55% |
$39.5K - $41.7K
|
8.88K
$546K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-354- 2.61% |
$19.3K - $20.4K
|
13.2K
$811K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-256- 10.15% |
$14K - $14.7K
|
2.27K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-127- 2.56% |
$6.92K - $7.31K
|
4.84K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 30.77% |
$3.71K - $3.92K
|
153
$9.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-51- 1.76% |
$2.78K - $2.94K
|
2.85K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33- 0.91% |
$1.8K - $1.9K
|
3.59K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-31- 0.66% |
$1.69K - $1.78K
|
4.68K
$288K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 15.84% |
$460K - $503K
|
46.9K
$2.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8.33K- 28.03% |
$434K - $475K
|
21.4K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.16K- 6.03% |
$60.3K - $65.9K
|
18K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-415- 8.59% |
$21.6K - $23.7K
|
4.42K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-414- 24.42% |
$21.6K - $23.6K
|
1.28K
$78.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-121- 1.3% |
$6.31K - $6.9K
|
9.17K
$564K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-634- 49.8% |
$29K - $33.7K
|
639
$39.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.1K- 83.42% |
$1.15M - $1.23M
|
4.78K
$294K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 81.16% |
$1.39M - $1.52M
|
7.18K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 11.97% |
$55.8K - $60.7K
|
9.1K
$559K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-179- 2.71% |
$8.07K - $8.79K
|
6.43K
$395K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.55K- 28.39% |
$242K - $266K
|
14K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.93K- 85.35% |
$171K - $188K
|
674
$41.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 31.59% |
$87.1K - $95.8K
|
4.33K
$266K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-157- 10.91% |
$6.83K - $7.52K
|
1.28K
$78.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-82- 43.62% |
$3.57K - $3.93K
|
106
$6.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 0.74% |
$3.48K - $3.83K
|
10.7K
$656K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.76K- 5.4% |
$112K - $129K
|
48.4K
$2.98M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-356- 1.0% |
$14.2K - $17.2K
|
35.1K
$2.16M
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-519KClosed |
$21.9M - $26.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-70.9KClosed |
$2.99M - $3.63M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.92KClosed |
$207K - $252K
|
0
$0
|
|