Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-545K- 95.28% |
$28.8M - $34.8M
|
27K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-104K- 50.44% |
$5.47M - $6.62M
|
102K
$6.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-72.7K- 76.01% |
$3.84M - $4.65M
|
23K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-27.8K- 24.77% |
$1.47M - $1.78M
|
84.4K
$5.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.3K- 2.73% |
$1.23M - $1.49M
|
830K
$55.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 4.55% |
$596K - $721K
|
237K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.9K- 25.23% |
$574K - $695K
|
32.2K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.1K- 62.14% |
$427K - $517K
|
4.93K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.67K- 62.38% |
$352K - $426K
|
4.02K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.94K- 62.93% |
$313K - $379K
|
3.5K
$233K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.94K- 3.9% |
$261K - $315K
|
121K
$8.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-4.83K- 9.63% |
$255K - $308K
|
45.3K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.02K- 31.87% |
$212K - $257K
|
8.59K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.33K- 45.02% |
$176K - $212K
|
4.06K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.05K- 2.7% |
$161K - $195K
|
110K
$7.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 8.55% |
$136K - $165K
|
27.6K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.14K- 77.72% |
$113K - $137K
|
613
$40.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.04K- 18.34% |
$108K - $130K
|
9.09K
$607K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.66K- 4.02% |
$87.8K - $106K
|
39.7K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.41K- 30.37% |
$74.7K - $90.3K
|
3.24K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 12.34% |
$67.3K - $81.4K
|
9.06K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.22K- 20.24% |
$64.2K - $77.7K
|
4.79K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 11.21% |
$54K - $65.3K
|
8.1K
$540K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-770- 6.91% |
$40.7K - $49.2K
|
10.4K
$692K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-616- 12.76% |
$32.5K - $39.3K
|
4.21K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-527- 3.74% |
$27.8K - $33.7K
|
13.6K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-492- 10.46% |
$26K - $31.4K
|
4.21K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-355- 93.92% |
$18.7K - $22.7K
|
23
$1.54K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-274- 82.78% |
$14.5K - $17.5K
|
57
$3.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-247- 6.34% |
$13K - $15.8K
|
3.65K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-159- 6.95% |
$8.4K - $10.2K
|
2.13K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-150- 3.51% |
$7.92K - $9.58K
|
4.12K
$275K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-126- 2.86% |
$6.65K - $8.05K
|
4.28K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-121- 0.51% |
$6.39K - $7.73K
|
23.8K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 1.2% |
$3.43K - $4.15K
|
5.35K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47- 1.33% |
$2.48K - $3K
|
3.49K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-45- 0.98% |
$2.38K - $2.87K
|
4.53K
$302K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.04M- 91.31% |
$120M - $132M
|
194K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.1K- 11.95% |
$651K - $720K
|
81.5K
$5.44M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.04K- 4.55% |
$120K - $132K
|
42.8K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 5.62% |
$91.3K - $101K
|
26.1K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.4K- 0.92% |
$82.3K - $91K
|
150K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-624- 88.89% |
$36.7K - $40.6K
|
78
$5.21K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-126- 82.35% |
$7.41K - $8.19K
|
27
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-123- 1.38% |
$7.23K - $8K
|
8.78K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.68% |
$5.88K - $6.5K
|
3.63K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28- 50.0% |
$1.65K - $1.82K
|
28
$1.87K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.31K- 16.92% |
$560K - $599K
|
45.7K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 13.49% |
$111K - $119K
|
11.9K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$602K
|
|