Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR VALUE FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110K+ 61.32% |
$7.44M - $7.87M
|
290K
$20.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.8K+ 35.55% |
$2.01M - $2.13M
|
114K
$8M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78KNew |
$187K - $198K
|
2.78K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
58+ 1.25% |
$3.91K - $4.14K
|
4.69K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
52+ 0.48% |
$3.51K - $3.71K
|
10.8K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.07% |
$472 - $500
|
10.3K
$724K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-85- 1.88% |
$5.73K - $6.07K
|
4.44K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-91- 1.74% |
$6.13K - $6.49K
|
5.14K
$361K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-217- 5.15% |
$14.6K - $15.5K
|
3.99K
$281K
|
|