Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
402KNew |
$25.6M - $27.8M
|
402K
$27.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2K+ 29.6% |
$1.22M - $1.33M
|
84K
$5.76M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.7K+ 3.05% |
$808K - $877K
|
428K
$29.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 32.52% |
$300K - $325K
|
19.2K
$1.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 0.95% |
$108K - $117K
|
180K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 37.09% |
$98.2K - $107K
|
5.69K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.49K+ 2.65% |
$94.8K - $103K
|
57.6K
$3.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
885+ 1.95% |
$56.4K - $61.2K
|
46.4K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
838+ 6.28% |
$53.4K - $58K
|
14.2K
$973K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
669+ 3.98% |
$42.6K - $46.3K
|
17.5K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 10.62% |
$28.2K - $30.6K
|
4.6K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
383+ 0.97% |
$24.4K - $26.5K
|
40K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
242+ 576.19% |
$15.4K - $16.7K
|
284
$19.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
162New |
$10.3K - $11.2K
|
162
$11.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100+ 555.56% |
$6.37K - $6.92K
|
118
$8.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
47+ 0.91% |
$3K - $3.25K
|
5.23K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
24+ 0.4% |
$1.53K - $1.66K
|
5.95K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.11% |
$574 - $623
|
7.86K
$540K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.38% |
$510 - $553
|
2.14K
$147K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.4% |
$319 - $346
|
1.25K
$85.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$446 - $484
|
5.64K
$387K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-88- 1.65% |
$5.61K - $6.09K
|
5.23K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-156- 4.55% |
$9.94K - $10.8K
|
3.27K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-717- 13.4% |
$45.7K - $49.6K
|
4.64K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.41K- 15.52% |
$89.6K - $97.3K
|
7.65K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.43K- 3.15% |
$91K - $98.8K
|
43.9K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.87K- 31.81% |
$502K - $545K
|
16.9K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-169K- 52.58% |
$10.8M - $11.7M
|
152K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-575K- 69.25% |
$36.6M - $39.8M
|
255K
$17.5M
|