Sequoia Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Fidelity Covington Tr Value Fa stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 6,096 shares of FVAL stock, worth $428,304. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,096

Holding current value

$428,304

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$63.74 - $69.18 $388,559 - $421,721	6,096 New	6,096 $419,000
Q2 2025 Jul 25, 2025	BUY	$52.8 - $63.87 $7,286 - $8,814	138 Added 2.33%	6,062 $387,000
Q1 2025 Apr 23, 2025	BUY	$58.79 - $65.0 $1,587 - $1,755	27 Added 0.46%	5,924 $353,000
Q4 2024 Aug 08, 2025	SELL	$60.19 - $64.39 $9,931 - $10,624	-165 Reduced 2.72%	5,897 $362,000
Q4 2024 Feb 07, 2025	BUY	$60.19 - $64.39 $1,324 - $1,416	22 Added 0.37%	5,897 $362,000

Q3 2024 Oct 21, 2024	BUY	$55.27 - $60.6 $1,326 - $1,454	24 Added 0.41%	5,875 $356,000
Q2 2024 Jul 15, 2024	BUY	$54.5 - $57.58 $1,362 - $1,439	25 Added 0.43%	5,851 $336,000
Q1 2024 Apr 30, 2024	BUY	$52.14 - $57.05 $1,355 - $1,483	26 Added 0.45%	5,826 $332,000
Q4 2023 Jan 25, 2024	BUY	$45.72 - $53.21 $265,176 - $308,618	5,800 New	5,800 $307,000

Others Institutions Holding FVAL

# of Institutions

148

Shares Held

7.71M

Call Options Held

Put Options Held

View Full List

About FIDELITY COVINGTON TR VALUE FA

Ticker FVAL
Sector ETFs
Industry ETFs

More about FVAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Fidelity Covington Tr Value Fa Transaction History