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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-279K- 63.59% |
$15.4M - $16.9M
|
160K
$9.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.4K- 48.39% |
$1.9M - $2.09M
|
36.7K
$2.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.1K- 8.08% |
$670K - $734K
|
138K
$8.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.91K- 52.65% |
$548K - $600K
|
8.91K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.24K- 64.1% |
$345K - $378K
|
3.5K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.64K- 10.72% |
$256K - $281K
|
38.6K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.45K- 32.44% |
$191K - $209K
|
7.18K
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.3K- 44.97% |
$182K - $200K
|
4.03K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.07K- 23.23% |
$169K - $186K
|
10.1K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.42K- 5.09% |
$78.5K - $86.1K
|
26.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-832- 0.64% |
$46K - $50.4K
|
129K
$7.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-736- 0.62% |
$40.7K - $44.6K
|
118K
$7.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-628- 1.24% |
$34.7K - $38.1K
|
50.1K
$3.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-345- 5.84% |
$19.1K - $20.9K
|
5.56K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 0.9% |
$16.6K - $18.2K
|
33.2K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-192- 6.74% |
$10.6K - $11.6K
|
2.66K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-142- 3.46% |
$7.85K - $8.61K
|
3.96K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-115- 3.03% |
$6.36K - $6.97K
|
3.68K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-85- 11.0% |
$4.7K - $5.15K
|
688
$42.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81- 1.13% |
$4.48K - $4.91K
|
7.07K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-76- 1.62% |
$4.2K - $4.61K
|
4.61K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 16.82% |
$3.04K - $3.33K
|
272
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$55.3 - $60.6
|
0
$0
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-134K- 26.9% |
$7.31M - $7.72M
|
364K
$22.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8.1K- 44.14% |
$442K - $467K
|
10.3K
$634K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.5K- 8.6% |
$191K - $201K
|
37.2K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 7.55% |
$39.5K - $41.7K
|
8.88K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-127- 2.56% |
$6.92K - $7.31K
|
4.84K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68- 30.77% |
$3.71K - $3.92K
|
153
$9.46K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 15.84% |
$460K - $503K
|
46.9K
$2.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8.33K- 28.03% |
$434K - $475K
|
21.4K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-415- 8.59% |
$21.6K - $23.7K
|
4.42K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-414- 24.42% |
$21.6K - $23.6K
|
1.28K
$79.2K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-634- 49.8% |
$29K - $33.7K
|
639
$39.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.1K- 83.42% |
$1.15M - $1.23M
|
4.78K
$296K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 81.16% |
$1.39M - $1.52M
|
7.18K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 11.97% |
$55.8K - $60.7K
|
9.1K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-179- 2.71% |
$8.07K - $8.79K
|
6.43K
$398K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.55K- 28.39% |
$242K - $266K
|
14K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.93K- 85.35% |
$171K - $188K
|
674
$41.7K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 31.59% |
$87.1K - $95.8K
|
4.33K
$268K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-157- 10.91% |
$6.83K - $7.52K
|
1.28K
$79.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-82- 43.62% |
$3.57K - $3.93K
|
106
$6.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 0.74% |
$3.48K - $3.83K
|
10.7K
$660K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.76K- 5.4% |
$112K - $129K
|
48.4K
$2.99M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-356- 1.0% |
$14.2K - $17.2K
|
35.1K
$2.17M
|
|
| 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
|
|