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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
776+ 10.98% |
$45.6K - $50.4K
|
7.85K
$509K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
776+ 2.45% |
$45.6K - $50.4K
|
32.5K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
667+ 1.28% |
$39.2K - $43.4K
|
52.9K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
574+ 4.61% |
$33.7K - $37.3K
|
13K
$846K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
380+ 7.38% |
$22.3K - $24.7K
|
5.53K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
317+ 2.28% |
$18.6K - $20.6K
|
14.2K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
303+ 1.33% |
$17.8K - $19.7K
|
23K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
275+ 7.6% |
$16.2K - $17.9K
|
3.89K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
270+ 2.91% |
$15.9K - $17.6K
|
9.54K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
150+ 1.73% |
$8.82K - $9.75K
|
8.83K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
127+ 3.23% |
$7.47K - $8.26K
|
4.06K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
109New |
$6.41K - $7.09K
|
109
$7.07K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60+ 22.14% |
$3.53K - $3.9K
|
331
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
45+ 1.03% |
$2.65K - $2.93K
|
4.41K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29New |
$1.7K - $1.89K
|
29
$1.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27+ 0.46% |
$1.59K - $1.76K
|
5.92K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
15+ 0.35% |
$882 - $975
|
4.27K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$882 - $975
|
15
$974
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13New |
$764 - $845
|
13
$844
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 0.44% |
$588 - $650
|
2.29K
$148K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 1.21% |
$235 - $260
|
335
$21.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.5K+ 62.87% |
$1.24M - $1.32M
|
53.2K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$536K - $573K
|
8.9K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.21K+ 76.75% |
$434K - $464K
|
16.6K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33KNew |
$321K - $343K
|
5.33K
$346K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.08KNew |
$246K - $263K
|
4.08K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92K+ 228.19% |
$236K - $252K
|
5.64K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$146K - $156K
|
2.42K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.23KNew |
$134K - $144K
|
2.23K
$145K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 20.03% |
$128K - $137K
|
12.8K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
427+ 12.17% |
$25.7K - $27.5K
|
3.94K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
378New |
$22.8K - $24.3K
|
378
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$14.7K - $15.8K
|
245
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200New |
$12K - $12.9K
|
200
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
68New |
$4.09K - $4.38K
|
68
$4.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20+ 0.27% |
$1.2K - $1.29K
|
7.3K
$474K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$722 - $773
|
12
$779
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$241 - $258
|
3.68K
$239K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
24.6K+ 24.36% |
$1.36M - $1.49M
|
126K
$8.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19KNew |
$1.05M - $1.15M
|
19K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.52KNew |
$195K - $214K
|
3.52K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6K+ 29.9% |
$144K - $157K
|
11.3K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
744+ 2.26% |
$41.1K - $45.1K
|
33.7K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
659New |
$36.4K - $39.9K
|
659
$42.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
84+ 46.67% |
$4.64K - $5.09K
|
264
$17.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$276 - $303
|
5
$325
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$111 - $121
|
2
$130
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.63KNew |
$198K - $209K
|
3.63K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
686New |
$37.4K - $39.5K
|
686
$44.5K
|
|