Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14K+ 3.84% |
$821K - $908K
|
378K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2K+ 8.18% |
$773K - $855K
|
174K
$9.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.83K+ 17.22% |
$225K - $249K
|
26.1K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.99K+ 4.13% |
$117K - $129K
|
50.1K
$2.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
569+ 85.05% |
$33.5K - $37K
|
1.24K
$68.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
127+ 3.23% |
$7.47K - $8.26K
|
4.06K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 171.88% |
$3.23K - $3.58K
|
87
$4.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-56- 1.21% |
$3.29K - $3.64K
|
4.57K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-173- 1.53% |
$10.2K - $11.2K
|
11.1K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-354- 7.0% |
$20.8K - $23K
|
4.7K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-26.3K- 83.18% |
$1.55M - $1.71M
|
5.32K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.94M- 99.45% |
$114M - $126M
|
10.7K
$594K
|