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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252KNew |
$14.8M - $16.4M
|
252K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
182K+ 774.04% |
$10.7M - $11.8M
|
205K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 14.55% |
$9.74M - $10.8M
|
1.3M
$80.7M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78.5K+ 116.2% |
$4.62M - $5.1M
|
146K
$9.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.2K+ 33.81% |
$3.77M - $4.17M
|
254K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 61.39% |
$2.83M - $3.13M
|
126K
$7.83M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 40.53% |
$2.8M - $3.09M
|
165K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.8KNew |
$1.63M - $1.81M
|
27.8K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.63M - $1.8M
|
27.7K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26.6K+ 81.57% |
$1.56M - $1.73M
|
59.2K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 18.87% |
$951K - $1.05M
|
102K
$6.31M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 1229.72% |
$927K - $1.02M
|
17K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
14K+ 3.84% |
$821K - $908K
|
378K
$23.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.2K+ 8.18% |
$773K - $855K
|
174K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11K+ 10.88% |
$648K - $716K
|
112K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 32.55% |
$622K - $688K
|
43.1K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.81K+ 287.6% |
$577K - $638K
|
13.2K
$819K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.12KNew |
$536K - $593K
|
9.12K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.61K+ 45.42% |
$506K - $559K
|
27.6K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.53K+ 7.33% |
$384K - $425K
|
95.7K
$5.93M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.5K+ 68.24% |
$324K - $358K
|
13.6K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.32K+ 106.02% |
$313K - $346K
|
10.3K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.06KNew |
$298K - $329K
|
5.06K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.86K+ 2.0% |
$285K - $316K
|
248K
$15.4M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.68KNew |
$275K - $304K
|
4.68K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.45K+ 22.82% |
$262K - $289K
|
23.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.29KNew |
$252K - $279K
|
4.29K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.23KNew |
$249K - $275K
|
4.23K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.02K+ 46.79% |
$236K - $261K
|
12.6K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.93K+ 14.99% |
$231K - $256K
|
30.2K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.83K+ 17.22% |
$225K - $249K
|
26.1K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.82K+ 142.53% |
$225K - $249K
|
6.51K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.64KNew |
$214K - $236K
|
3.64K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.53KNew |
$208K - $230K
|
3.53K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.28K+ 3.15% |
$193K - $213K
|
107K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14KNew |
$185K - $204K
|
3.14K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48K+ 43.7% |
$146K - $161K
|
8.15K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.09K+ 1.42% |
$123K - $136K
|
149K
$9.24M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 8.87% |
$121K - $133K
|
25.2K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.99K+ 4.13% |
$117K - $129K
|
50.1K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.93K+ 55.07% |
$114K - $126K
|
5.44K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
861New |
$50.6K - $56K
|
861
$53.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
843+ 0.51% |
$49.6K - $54.8K
|
165K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
814+ 29.63% |
$47.9K - $52.9K
|
3.56K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
776+ 2.45% |
$45.6K - $50.4K
|
32.5K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
776+ 10.98% |
$45.6K - $50.4K
|
7.85K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
667+ 1.28% |
$39.2K - $43.4K
|
52.9K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
574+ 4.61% |
$33.7K - $37.3K
|
13K
$807K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
569+ 85.05% |
$33.5K - $37K
|
1.24K
$76.7K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
380+ 7.38% |
$22.3K - $24.7K
|
5.53K
$342K
|