Latest Institutional Transactions on Fidelity Covington Tr Value Fa (FVAL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.52KNew |
$195K - $214K
|
3.52K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 16.82% |
$3.04K - $3.33K
|
272
$17.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3K+ 3.47% |
$1.07M - $1.17M
|
576K
$36.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$111 - $121
|
2
$126
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
506+ 91.67% |
$28K - $30.7K
|
1.06K
$66.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
576+ 4.5% |
$31.8K - $34.9K
|
13.4K
$843K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.1K+ 3.63% |
$2.22M - $2.43M
|
1.14M
$72.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
84+ 46.67% |
$4.64K - $5.09K
|
264
$16.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.73KNew |
$261K - $287K
|
4.73K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.15K+ 2.26% |
$63.6K - $69.8K
|
52.1K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$276 - $303
|
5
$315
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
691+ 3.5% |
$38.2K - $41.9K
|
20.4K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-192- 6.74% |
$10.6K - $11.6K
|
2.66K
$168K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
659New |
$36.4K - $39.9K
|
659
$41.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 0.9% |
$16.6K - $18.2K
|
33.2K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.28K+ 63.72% |
$347K - $380K
|
16.1K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
652+ 6.53% |
$36K - $39.5K
|
10.6K
$671K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7.83K+ 8.5% |
$433K - $475K
|
100K
$6.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 48.39% |
$1.9M - $2.09M
|
36.7K
$2.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.3K- 44.97% |
$182K - $200K
|
4.03K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.42K- 5.09% |
$78.5K - $86.1K
|
26.5K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-115- 3.03% |
$6.36K - $6.97K
|
3.68K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
744+ 2.26% |
$41.1K - $45.1K
|
33.7K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.16% |
$719 - $788
|
8.13K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-142- 3.46% |
$7.85K - $8.61K
|
3.96K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
24.6K+ 24.36% |
$1.36M - $1.49M
|
126K
$7.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.57K+ 6.94% |
$197K - $216K
|
55K
$3.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.15% |
$884 - $970
|
10.8K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.53K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 19.27% |
$65.1K - $71.3K
|
7.28K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
44.2K+ 16.83% |
$2.44M - $2.68M
|
307K
$19.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24+ 0.41% |
$1.33K - $1.45K
|
5.88K
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$111 - $121
|
36.4K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182K+ 25.52% |
$10.1M - $11.1M
|
897K
$56.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6K+ 29.9% |
$144K - $157K
|
11.3K
$712K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 307.84% |
$71.6K - $78.5K
|
1.72K
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
88+ 352.0% |
$4.86K - $5.33K
|
113
$7.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-279K- 63.59% |
$15.4M - $16.9M
|
160K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
575+ 1.22% |
$31.8K - $34.8K
|
47.8K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-736- 0.62% |
$40.7K - $44.6K
|
118K
$7.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-345- 5.84% |
$19.1K - $20.9K
|
5.56K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.14K+ 29.42% |
$118K - $129K
|
9.39K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.74K+ 3.64% |
$317K - $348K
|
163K
$10.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$9.82M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 30.77% |
$3.71K - $3.92K
|
153
$9.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-127- 2.56% |
$6.92K - $7.31K
|
4.84K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
686New |
$37.4K - $39.5K
|
686
$43.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
73+ 1.54% |
$3.98K - $4.2K
|
4.82K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8.1K- 44.14% |
$442K - $467K
|
10.3K
$647K
|
|