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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.54M- 43.04% |
$92.8M - $99.3M
|
2.04M
$129M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-633K- 76.88% |
$38.1M - $40.7M
|
190K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-67.2K- 42.06% |
$4.05M - $4.33M
|
92.6K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11K- 28.42% |
$661K - $707K
|
27.6K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.31K- 16.92% |
$560K - $599K
|
45.7K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.09K- 3.22% |
$487K - $521K
|
243K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.96K- 20.97% |
$419K - $448K
|
26.2K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.2K- 0.54% |
$373K - $399K
|
1.14M
$72.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 6.15% |
$309K - $331K
|
78.3K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.77K- 13.12% |
$287K - $307K
|
31.6K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.59K- 8.81% |
$276K - $296K
|
47.5K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.2K- 0.73% |
$253K - $270K
|
572K
$36.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.99K- 6.25% |
$180K - $192K
|
44.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 2.31% |
$165K - $176K
|
116K
$7.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 1.64% |
$161K - $172K
|
161K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.99K- 3.97% |
$120K - $128K
|
48.1K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.49% |
$111K - $119K
|
11.9K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.8K- 7.11% |
$108K - $116K
|
23.5K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.54K- 14.24% |
$92.7K - $99.2K
|
9.27K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 4.46% |
$89.1K - $95.3K
|
31.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 19.88% |
$84.6K - $90.5K
|
5.67K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 31.79% |
$77.2K - $82.5K
|
2.75K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 4.62% |
$56.8K - $60.8K
|
19.5K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 7.24% |
$40.3K - $43.1K
|
8.59K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-565- 2.13% |
$34K - $36.4K
|
25.9K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-555- 9.98% |
$33.4K - $35.7K
|
5.01K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-514- 9.23% |
$30.9K - $33.1K
|
5.06K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-480- 3.22% |
$28.9K - $30.9K
|
14.4K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-473- 9.78% |
$28.5K - $30.5K
|
4.37K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-352- 7.64% |
$21.2K - $22.7K
|
4.25K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-196- 4.06% |
$11.8K - $12.6K
|
4.63K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 1.84% |
$6.68K - $7.15K
|
5.92K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 2.53% |
$5.66K - $6.05K
|
3.62K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 62.83% |
$4.27K - $4.57K
|
42
$2.66K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68- 0.84% |
$4.09K - $4.38K
|
8.06K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-31- 0.78% |
$1.87K - $2K
|
3.93K
$249K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$9.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 16.82% |
$3.04K - $3.33K
|
272
$17.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.55K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.5K- 8.6% |
$191K - $201K
|
37.2K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 7.55% |
$39.5K - $41.7K
|
8.88K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 30.77% |
$3.71K - $3.92K
|
153
$9.7K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 15.84% |
$460K - $503K
|
46.9K
$2.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8.33K- 28.03% |
$434K - $475K
|
21.4K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-415- 8.59% |
$21.6K - $23.7K
|
4.42K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-414- 24.42% |
$21.6K - $23.6K
|
1.28K
$81.2K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-634- 49.8% |
$29K - $33.7K
|
639
$40.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.1K- 83.42% |
$1.15M - $1.23M
|
4.78K
$303K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 81.16% |
$1.39M - $1.52M
|
7.18K
$455K
|
|