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 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-165- 2.72% |
$9.93K - $10.6K
|
5.9K
$394K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 62.83% |
$4.27K - $4.57K
|
42
$2.8K
|
|
Q3 2024 | |||||||
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19K- 10.86% |
$1.05M - $1.15M
|
156K
$10.4M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-55- 16.82% |
$3.04K - $3.33K
|
272
$18.2K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 8.2% |
$276 - $303
|
56
$3.74K
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 7.55% |
$39.5K - $41.7K
|
8.88K
$593K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 15.84% |
$460K - $503K
|
46.9K
$3.13M
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8.33K- 28.03% |
$434K - $475K
|
21.4K
$1.43M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-415- 8.59% |
$21.6K - $23.7K
|
4.42K
$295K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-414- 24.42% |
$21.6K - $23.6K
|
1.28K
$85.5K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-24.1K- 83.42% |
$1.15M - $1.23M
|
4.78K
$319K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-30.9K- 81.16% |
$1.39M - $1.52M
|
7.18K
$479K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 11.97% |
$55.8K - $60.7K
|
9.1K
$607K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-179- 2.71% |
$8.07K - $8.79K
|
6.43K
$429K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 31.59% |
$87.1K - $95.8K
|
4.33K
$289K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-157- 10.91% |
$6.83K - $7.52K
|
1.28K
$85.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-80- 0.74% |
$3.48K - $3.83K
|
10.7K
$712K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-356- 1.0% |
$14.2K - $17.2K
|
35.1K
$2.34M
|
|
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
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.49KClosed |
$105K - $128K
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-154Closed |
$6.49K - $7.89K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-72- 0.69% |
$3.03K - $3.69K
|
10.4K
$694K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-50Closed |
$2.11K - $2.56K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-39- 2.0% |
$1.64K - $2K
|
1.91K
$128K
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.59KClosed |
$218K - $243K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-278Closed |
$13.3K - $14.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-152Closed |
$7.27K - $7.96K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.87KClosed |
$467K - $497K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.56KClosed |
$263K - $280K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2K- 64.46% |
$94.9K - $101K
|
1.11K
$73.7K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-168Closed |
$7.96K - $8.47K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-156KClosed |
$7.06M - $7.55M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-66.9KClosed |
$3.03M - $3.24M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
SELL
|
- |
-9.14KClosed |
$413K - $442K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.9KClosed |
$312K - $334K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-236Closed |
$10.7K - $11.4K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150Closed |
$6.79K - $7.26K
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-78.7KClosed |
$3.14M - $3.54M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-787Closed |
$31.4K - $35.4K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1KClosed |
$34.6K - $40.6K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 14, 2020
Q3 2020
|
3 Edge Asset Management, LP
|
SELL
|
- |
-15.5KClosed |
$522K - $590K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-312Closed |
$10.5K - $11.9K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.34KClosed |
$197K - $266K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-178Closed |
$4.78K - $6.44K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2KClosed |
$273K - $439K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9KClosed |
$267K - $428K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-600Closed |
$19.1K - $20.8K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-285Closed |
$8.03K - $10K
|
0
$0
|