Latest Institutional Transactions on Fidelity Covington Tr (FIVA)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr (FIVA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.4K+ 280.87% |
$1.97M - $2.47M
|
113K
$3.51M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.09KNew |
$168K - $210K
|
7.09K
$220K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.7K- 23.68% |
$111K - $139K
|
15.1K
$470K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-693- 99.86% |
$16.4K - $20.5K
|
1
$31
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48.4KNew |
$1.14M - $1.43M
|
48.4K
$1.5M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$41.7K - $52K
|
1.76K
$54.7K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6KNew |
$251K - $313K
|
10.6K
$329K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 57.61% |
$104K - $130K
|
12K
$373K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-517- 4.01% |
$12.2K - $15.3K
|
12.4K
$384K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.8K- 74.49% |
$823K - $1.03M
|
11.9K
$370K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-104K- 79.32% |
$2.47M - $3.09M
|
27.2K
$845K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.98KNew |
$165K - $206K
|
6.98K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.1K+ 90.19% |
$1.21M - $1.51M
|
108K
$3.34M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
411+ 1.58% |
$9.72K - $12.1K
|
26.4K
$819K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
232KNew |
$5.49M - $6.85M
|
232K
$7.2M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 32.5% |
$29.1K - $36.4K
|
5.02K
$156K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.2K- 52.04% |
$833K - $1.04M
|
32.4K
$1.01M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
208New |
$4.92K - $6.15K
|
208
$6.46K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$1.06K - $1.33K
|
45
$1.4K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 36.41% |
$1.48M - $1.85M
|
235K
$7.29M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.98K+ 10.0% |
$212K - $265K
|
98.7K
$3.06M
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-754- 2.08% |
$17.8K - $22.3K
|
35.5K
$1.1M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-160- 4.71% |
$3.79K - $4.73K
|
3.24K
$101K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 8.07% |
$2.62M - $3.27M
|
1.48M
$46M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 117.65% |
$473 - $591
|
37
$1.15K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.67K- 43.0% |
$63.2K - $78.9K
|
3.54K
$110K
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-9.39K- 48.66% |
$222K - $277K
|
9.9K
$307K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.06K- 10.71% |
$72.5K - $90.5K
|
25.5K
$793K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 51.8% |
$167K - $209K
|
20.7K
$643K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
878+ 8.56% |
$20.8K - $25.9K
|
11.1K
$346K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$592 - $739
|
25
$776
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
206New |
$4.87K - $6.09K
|
206
$6.39K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85KNew |
$138K - $173K
|
5.85K
$181K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$426 - $532
|
18
$559
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.86K+ 21.18% |
$233K - $291K
|
56.4K
$1.75M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$1.09K - $1.36K
|
46
$1.43K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.51KNew |
$107K - $133K
|
4.51K
$140K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23+ 255.56% |
$544 - $680
|
32
$993
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.45% |
$23.7 - $29.6
|
30
$931
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
85New |
$2.01K - $2.51K
|
85
$2.64K
|
|
Q1 2025 | |||||||
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$1.82K - $2.13K
|
76
$2.36K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.8K- 32.37% |
$115K - $135K
|
10K
$311K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.39KNew |
$105K - $123K
|
4.39K
$136K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38K+ 7.66% |
$57K - $66.7K
|
33.4K
$1.04M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
371New |
$8.9K - $10.4K
|
371
$11.5K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.6KNew |
$351K - $410K
|
14.6K
$454K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.8K- 19.73% |
$115K - $135K
|
19.5K
$606K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97New |
$2.33K - $2.72K
|
97
$3.01K
|
|
Q4 2024 | |||||||
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.82KNew |
$43.9K - $48K
|
1.82K
$56.4K
|