Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR VALUE FA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
519KNew |
$24.7M - $27.5M
|
519K
$32.6M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
417K+ 5094.45% |
$19.8M - $22.1M
|
425K
$26.7M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
241KNew |
$11.4M - $12.8M
|
241K
$15.1M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
199K+ 239.64% |
$9.45M - $10.5M
|
282K
$17.7M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 32.54% |
$5.8M - $6.47M
|
497K
$31.2M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
116K+ 51.73% |
$5.52M - $6.15M
|
341K
$21.4M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
70.9KNew |
$3.37M - $3.75M
|
70.9K
$4.44M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
64.9KNew |
$3.08M - $3.44M
|
64.9K
$4.07M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
60K+ 19.78% |
$2.85M - $3.18M
|
363K
$22.8M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.8KNew |
$1.94M - $2.16M
|
40.8K
$2.56M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 12.73% |
$1.51M - $1.69M
|
282K
$17.7M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30.1K+ 429.99% |
$1.43M - $1.59M
|
37.1K
$2.33M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26.9KNew |
$1.28M - $1.43M
|
26.9K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.4KNew |
$1.21M - $1.35M
|
25.4K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2KNew |
$1.2M - $1.33M
|
25.2K
$1.58M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.16M - $1.29M
|
24.4K
$1.53M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.9K+ 14.18% |
$1.09M - $1.21M
|
184K
$11.5M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
18.2K+ 5.15% |
$862K - $962K
|
371K
$23.3M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3K+ 49.23% |
$536K - $597K
|
34.2K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.58K+ 201.88% |
$455K - $507K
|
14.3K
$898K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.58K+ 201.88% |
$455K - $507K
|
14.3K
$898K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.46K+ 9.42% |
$449K - $501K
|
110K
$6.89M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.98K+ 26.97% |
$427K - $476K
|
42.3K
$2.65M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.18K+ 46.9% |
$388K - $433K
|
25.6K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.55K+ 27.14% |
$359K - $400K
|
35.4K
$2.22M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.21KNew |
$295K - $329K
|
6.21K
$389K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.06KNew |
$240K - $268K
|
5.06K
$317K
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 14.15% |
$209K - $234K
|
35.6K
$2.23M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.48K+ 4.07% |
$165K - $184K
|
88.9K
$5.58M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.63K+ 21.92% |
$125K - $139K
|
14.6K
$917K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.63K+ 63.42% |
$125K - $139K
|
6.77K
$425K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.82K+ 2.59% |
$86.2K - $96.1K
|
72K
$4.51M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.3K+ 200.0% |
$61.7K - $68.8K
|
1.95K
$122K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.24K+ 13.39% |
$58.7K - $65.5K
|
10.5K
$657K
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.06K+ 2.6% |
$50.5K - $56.3K
|
41.9K
$2.63M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
899+ 26.31% |
$42.7K - $47.6K
|
4.32K
$271K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
641+ 1.32% |
$30.4K - $33.9K
|
49.1K
$3.08M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
618+ 7.51% |
$29.3K - $32.7K
|
8.84K
$554K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
550+ 4.99% |
$26.1K - $29.1K
|
11.6K
$725K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
480+ 3.09% |
$22.8K - $25.4K
|
16K
$1M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
477+ 116.91% |
$22.7K - $25.3K
|
885
$55.5K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
416+ 112.13% |
$19.8K - $22K
|
787
$49.3K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
325+ 110.17% |
$15.4K - $17.2K
|
620
$38.9K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198+ 8.5% |
$9.4K - $10.5K
|
2.53K
$159K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
193+ 0.51% |
$9.17K - $10.2K
|
38K
$2.38M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
154New |
$7.31K - $8.16K
|
154
$9.66K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
75New |
$3.56K - $3.97K
|
75
$4.7K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
50New |
$2.37K - $2.65K
|
50
$3.14K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 1.22% |
$1.42K - $1.59K
|
2.49K
$156K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22+ 0.02% |
$1.04K - $1.17K
|
129K
$8.06M
|