Latest Institutional Purchases of Fidelity Covington Tr Value Fa (FVAL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Value Fa (FVAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
37.1K+ 9.83% |
$1.96M - $2.37M
|
415K
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
28.3KNew |
$1.49M - $1.81M
|
28.3K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.32K+ 2.48% |
$228K - $276K
|
178K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.07K+ 4672.41% |
$215K - $260K
|
4.15K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.29K+ 0.72% |
$121K - $146K
|
322K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
120+ 2.37% |
$6.34K - $7.66K
|
5.18K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
21+ 0.36% |
$1.11K - $1.34K
|
5.93K
$385K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11+ 366.67% |
$581 - $703
|
14
$909
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.32% |
$211 - $255
|
1.24K
$80.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3New |
$158 - $192
|
3
$195
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252KNew |
$14.8M - $16.4M
|
252K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
182K+ 774.04% |
$10.7M - $11.8M
|
205K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 14.55% |
$9.74M - $10.8M
|
1.3M
$84.6M
|
|
|
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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 61.39% |
$2.83M - $3.13M
|
126K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 40.53% |
$2.8M - $3.09M
|
165K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.8KNew |
$1.63M - $1.81M
|
27.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.63M - $1.8M
|
27.7K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26.6K+ 81.57% |
$1.56M - $1.73M
|
59.2K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 18.87% |
$951K - $1.05M
|
102K
$6.61M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.8K+ 1229.72% |
$927K - $1.02M
|
17K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11K+ 10.88% |
$648K - $716K
|
112K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 32.55% |
$622K - $688K
|
43.1K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.81K+ 287.6% |
$577K - $638K
|
13.2K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.12KNew |
$536K - $593K
|
9.12K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.61K+ 45.42% |
$506K - $559K
|
27.6K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.53K+ 7.33% |
$384K - $425K
|
95.7K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.5K+ 68.24% |
$324K - $358K
|
13.6K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.32K+ 106.02% |
$313K - $346K
|
10.3K
$671K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.68KNew |
$275K - $304K
|
4.68K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.45K+ 22.82% |
$262K - $289K
|
23.9K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.29KNew |
$252K - $279K
|
4.29K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.23KNew |
$249K - $275K
|
4.23K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.02K+ 46.79% |
$236K - $261K
|
12.6K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.93K+ 14.99% |
$231K - $256K
|
30.2K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.83K+ 17.22% |
$225K - $249K
|
26.1K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.82K+ 142.53% |
$225K - $249K
|
6.51K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.64KNew |
$214K - $236K
|
3.64K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.53KNew |
$208K - $230K
|
3.53K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.28K+ 3.15% |
$193K - $213K
|
107K
$6.97M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14KNew |
$185K - $204K
|
3.14K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48K+ 43.7% |
$146K - $161K
|
8.15K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.09K+ 1.42% |
$123K - $136K
|
149K
$9.68M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 8.87% |
$121K - $133K
|
25.2K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.93K+ 55.07% |
$114K - $126K
|
5.44K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
861New |
$50.6K - $56K
|
861
$55.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
843+ 0.51% |
$49.6K - $54.8K
|
165K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
814+ 29.63% |
$47.9K - $52.9K
|
3.56K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
776+ 10.98% |
$45.6K - $50.4K
|
7.85K
$509K
|
|