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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-16- 0.27% |
$941 - $1.04K
|
6.01K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.04M- 91.31% |
$120M - $132M
|
194K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.28K+ 3.15% |
$193K - $213K
|
107K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.2K- 5.97% |
$3.18M - $3.52M
|
853K
$55.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.18K- 13.0% |
$363K - $402K
|
41.3K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.8KNew |
$1.63M - $1.81M
|
27.8K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.93K+ 14.99% |
$231K - $256K
|
30.2K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
574+ 4.61% |
$33.7K - $37.3K
|
13K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-506- 8.54% |
$29.7K - $32.9K
|
5.42K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.64KNew |
$214K - $236K
|
3.64K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11K+ 10.88% |
$648K - $716K
|
112K
$7.28M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
150+ 1.73% |
$8.82K - $9.75K
|
8.83K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.93K+ 55.07% |
$114K - $126K
|
5.44K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
78.5K+ 116.2% |
$4.62M - $5.1M
|
146K
$9.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.2K+ 33.81% |
$3.77M - $4.17M
|
254K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.81K+ 287.6% |
$577K - $638K
|
13.2K
$858K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.53K+ 7.33% |
$384K - $425K
|
95.7K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-125K- 65.74% |
$7.35M - $8.13M
|
65.2K
$4.23M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
380+ 7.38% |
$22.3K - $24.7K
|
5.53K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 40.53% |
$2.8M - $3.09M
|
165K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
814+ 29.63% |
$47.9K - $52.9K
|
3.56K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.04K- 4.55% |
$120K - $132K
|
42.8K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14KNew |
$185K - $204K
|
3.14K
$204K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.5K+ 68.24% |
$324K - $358K
|
13.6K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
861New |
$50.6K - $56K
|
861
$55.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 18.87% |
$951K - $1.05M
|
102K
$6.61M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.82K+ 142.53% |
$225K - $249K
|
6.51K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.04M- 99.76% |
$120M - $132M
|
4.87K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29New |
$1.7K - $1.89K
|
29
$1.88K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.45K+ 22.82% |
$262K - $289K
|
23.9K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13New |
$764 - $845
|
13
$844
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 1.21% |
$235 - $260
|
335
$21.7K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.1K- 11.95% |
$651K - $720K
|
81.5K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.23KNew |
$249K - $275K
|
4.23K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
15+ 0.35% |
$882 - $975
|
4.27K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
270+ 2.91% |
$15.9K - $17.6K
|
9.54K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
776+ 10.98% |
$45.6K - $50.4K
|
7.85K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.12KNew |
$536K - $593K
|
9.12K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 14.55% |
$9.74M - $10.8M
|
1.3M
$84.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252KNew |
$14.8M - $16.4M
|
252K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
776+ 2.45% |
$45.6K - $50.4K
|
32.5K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.02K+ 46.79% |
$236K - $261K
|
12.6K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28- 50.0% |
$1.65K - $1.82K
|
28
$1.82K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.29KNew |
$252K - $279K
|
4.29K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.46% |
$1.59K - $1.76K
|
5.92K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
317+ 2.28% |
$18.6K - $20.6K
|
14.2K
$924K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$882 - $975
|
15
$974
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.68% |
$5.88K - $6.5K
|
3.63K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.05K- 8.1% |
$179K - $198K
|
34.6K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.37K- 5.29% |
$80.7K - $89.2K
|
24.6K
$1.59M
|