Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177+ 0.77% |
$10.7K - $11.4K
|
23.1K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
107+ 1.45% |
$6.44K - $6.89K
|
7.51K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
90+ 3.39% |
$5.42K - $5.8K
|
2.75K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
68New |
$4.09K - $4.38K
|
68
$4.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$1.32K - $1.42K
|
5.9K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
22+ 0.38% |
$1.32K - $1.42K
|
5.89K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20+ 0.27% |
$1.2K - $1.29K
|
7.3K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14+ 2.03% |
$843 - $901
|
702
$44.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.37% |
$782 - $837
|
3.51K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$542 - $580
|
7.07K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$241 - $258
|
3.68K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.13% |
$181 - $193
|
2.28K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.45% |
$181 - $193
|
669
$42.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$60.2 - $64.4
|
11.5K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-31- 0.78% |
$1.87K - $2K
|
3.93K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68- 0.84% |
$4.09K - $4.38K
|
8.06K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 62.83% |
$4.27K - $4.57K
|
42
$2.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 2.53% |
$5.66K - $6.05K
|
3.62K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 1.84% |
$6.68K - $7.15K
|
5.92K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-196- 4.06% |
$11.8K - $12.6K
|
4.63K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-352- 7.64% |
$21.2K - $22.7K
|
4.25K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-473- 9.78% |
$28.5K - $30.5K
|
4.37K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-480- 3.22% |
$28.9K - $30.9K
|
14.4K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-514- 9.23% |
$30.9K - $33.1K
|
5.06K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-555- 9.98% |
$33.4K - $35.7K
|
5.01K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-565- 2.13% |
$34K - $36.4K
|
25.9K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 7.24% |
$40.3K - $43.1K
|
8.59K
$544K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 4.62% |
$56.8K - $60.8K
|
19.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 31.79% |
$77.2K - $82.5K
|
2.75K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 19.88% |
$84.6K - $90.5K
|
5.67K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 4.46% |
$89.1K - $95.3K
|
31.7K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.54K- 14.24% |
$92.7K - $99.2K
|
9.27K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.8K- 7.11% |
$108K - $116K
|
23.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.49% |
$111K - $119K
|
11.9K
$752K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.99K- 3.97% |
$120K - $128K
|
48.1K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 1.64% |
$161K - $172K
|
161K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 2.31% |
$165K - $176K
|
116K
$7.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.99K- 6.25% |
$180K - $192K
|
44.8K
$2.84M
|
|
|
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
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.59K- 8.81% |
$276K - $296K
|
47.5K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.77K- 13.12% |
$287K - $307K
|
31.6K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.14K- 6.15% |
$309K - $331K
|
78.3K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.2K- 0.54% |
$373K - $399K
|
1.14M
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.96K- 20.97% |
$419K - $448K
|
26.2K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.09K- 3.22% |
$487K - $521K
|
243K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.31K- 16.92% |
$560K - $599K
|
45.7K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11K- 28.42% |
$661K - $707K
|
27.6K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-67.2K- 42.06% |
$4.05M - $4.33M
|
92.6K
$5.87M
|