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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 24.12% |
$6.05M - $6.62M
|
365K
$21.2M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-49.7K- 92.32% |
$2.59M - $2.83M
|
4.13K
$239K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.7K- 21.16% |
$1.5M - $1.64M
|
107K
$6.2M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.3K- 62.91% |
$1M - $1.1M
|
11.4K
$658K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10K- 22.93% |
$522K - $572K
|
33.7K
$1.95M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.81K- 17.37% |
$512K - $560K
|
46.7K
$2.71M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.23K- 33.46% |
$481K - $527K
|
18.4K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.92K- 3.73% |
$465K - $509K
|
230K
$13.3M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 15.84% |
$460K - $503K
|
46.9K
$2.72M
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8.33K- 28.03% |
$434K - $475K
|
21.4K
$1.24M
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4.55K- 2.51% |
$237K - $260K
|
177K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.9K- 4.5% |
$151K - $165K
|
61.5K
$3.57M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.7K- 6.44% |
$141K - $154K
|
39.2K
$2.27M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.53K- 5.85% |
$132K - $144K
|
40.7K
$2.36M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.45K- 2.01% |
$128K - $140K
|
120K
$6.93M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 32.58% |
$91.2K - $99.8K
|
3.62K
$210K
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.28K- 21.32% |
$66.6K - $72.9K
|
4.71K
$273K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.16K- 6.03% |
$60.3K - $65.9K
|
18K
$1.04M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-827- 7.62% |
$43.1K - $47.2K
|
10K
$581K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-490- 0.67% |
$25.5K - $28K
|
72.4K
$4.19M
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-474- 0.93% |
$24.7K - $27K
|
50.4K
$2.92M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-415- 8.59% |
$21.6K - $23.7K
|
4.42K
$256K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-414- 24.42% |
$21.6K - $23.6K
|
1.28K
$74.2K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-316- 3.77% |
$16.5K - $18K
|
8.06K
$467K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 2.37% |
$13K - $14.3K
|
10.3K
$597K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-244- 4.88% |
$12.7K - $13.9K
|
4.75K
$275K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-178- 1.2% |
$9.28K - $10.2K
|
14.7K
$852K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-146- 1.26% |
$7.61K - $8.33K
|
11.4K
$661K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-121- 1.3% |
$6.31K - $6.9K
|
9.17K
$532K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.37% |
$1.88K - $2.05K
|
9.7K
$562K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-22- 0.44% |
$1.15K - $1.26K
|
4.97K
$288K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 2.99% |
$521 - $571
|
325
$18.8K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$52.1 - $57.1
|
0
$0
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-634- 49.8% |
$29K - $33.7K
|
639
$37K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.1K- 83.42% |
$1.15M - $1.23M
|
4.78K
$277K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 81.16% |
$1.39M - $1.52M
|
7.18K
$416K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 11.97% |
$55.8K - $60.7K
|
9.1K
$527K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-179- 2.71% |
$8.07K - $8.79K
|
6.43K
$373K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.55K- 28.39% |
$242K - $266K
|
14K
$812K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.93K- 85.35% |
$171K - $188K
|
674
$39.1K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 31.59% |
$87.1K - $95.8K
|
4.33K
$251K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-157- 10.91% |
$6.83K - $7.52K
|
1.28K
$74.3K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-82- 43.62% |
$3.57K - $3.93K
|
106
$6.14K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 0.74% |
$3.48K - $3.83K
|
10.7K
$618K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.2K- 78.24% |
$223K - $243K
|
1.45K
$83.8K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.76K- 5.4% |
$119K - $129K
|
48.4K
$2.81M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-356- 1.0% |
$14.6K - $17.2K
|
35.1K
$2.03M
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-519KClosed |
$21.9M - $26.6M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-70.9KClosed |
$2.99M - $3.63M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.92KClosed |
$207K - $252K
|
0
$0
|