Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Value Fa (FVAL)

FVAL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q1 2023. 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
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
300K
+ 53.7%
$13.1M - $14.4M
859K $53.9M
Nov 14, 2024 Q1 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
50.4K
+ 12.12%
$2.19M - $2.41M
466K $29.2M
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
38.1K
New
$1.66M - $1.83M
38.1K $2.39M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
34.4K
+ 105.01%
$1.5M - $1.65M
67.2K $4.21M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
33.9K
+ 231.6%
$1.48M - $1.62M
48.5K $3.04M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
28.8K
+ 116.16%
$1.25M - $1.38M
53.6K $3.36M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
25.7K
+ 34.41%
$1.12M - $1.23M
100K $6.3M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
21.2K
New
$924K - $1.02M
21.2K $1.33M
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
17.2K
+ 3.21%
$750K - $825K
554K $34.7M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14K
New
$610K - $671K
14K $879K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
8.19K
+ 8.02%
$356K - $392K
110K $6.91M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.03K
+ 1.11%
$349K - $384K
729K $45.7M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.9K
+ 12.08%
$300K - $330K
64K $4.01M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.85K
+ 16.1%
$254K - $280K
42.1K $2.64M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
5.58K
New
$243K - $267K
5.58K $350K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
4.99K
New
$217K - $239K
4.99K $313K
May 10, 2023 Q1 2023
Landaas & CO

Milwaukee, WI
BUY
 -
4.56K
New
$198K - $218K
4.56K $286K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.51K
+ 115.36%
$196K - $216K
8.41K $527K
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
3.08K
+ 3.93%
$134K - $148K
81.5K $5.11M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
2.05K
New
$89.4K - $98.4K
2.05K $129K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.79K
+ 81.56%
$78K - $85.8K
3.99K $250K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.79K
+ 21.5%
$77.9K - $85.7K
10.1K $634K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
1.25K
+ 81.91%
$54.2K - $59.6K
2.77K $173K
Apr 11, 2023 Q1 2023
Bouvel Investment Partners, LLC

BUY
 -
946
+ 2.11%
$41.2K - $45.3K
45.8K $2.87M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
567
+ 5.91%
$24.7K - $27.2K
10.2K $637K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
303
+ 11.9%
$13.2K - $14.5K
2.85K $179K
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
179
+ 3.67%
$7.79K - $8.57K
5.06K $317K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
160
+ 2.87%
$6.96K - $7.66K
5.74K $360K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
143
+ 8.02%
$6.22K - $6.85K
1.93K $121K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
99
+ 3.11%
$4.31K - $4.74K
3.28K $206K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
84
+ 1.12%
$3.66K - $4.02K
7.57K $475K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
29
+ 0.22%
$1.26K - $1.39K
13.2K $826K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
16
New
$696 - $766
16 $1K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
15
+ 6.15%
$653 - $718
259 $16.2K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5
+ 0.05%
$218 - $239
10.3K $648K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.02%
$43.5 - $47.9
4.01K $251K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-10
- 0.19%
$435 - $479
5.14K $322K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

SELL
 -
-80
- 0.74%
$3.48K - $3.83K
10.7K $669K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-82
- 43.62%
$3.57K - $3.93K
106 $6.65K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-84
- 1.11%
$3.66K - $4.02K
7.49K $469K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-100
- 2.97%
$4.35K - $4.79K
3.26K $205K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

SELL
 -
-157
- 10.91%
$6.83K - $7.52K
1.28K $80.4K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-192
- 2.07%
$8.36K - $9.19K
9.09K $570K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-195
- 2.39%
$8.49K - $9.34K
7.98K $500K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-372
- 6.99%
$16.2K - $17.8K
4.95K $310K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.13K
- 1.71%
$49K - $53.9K
64.8K $4.06M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.14K
- 64.27%
$49.5K - $54.5K
632 $39.6K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.68K
- 11.52%
$73.3K - $80.6K
12.9K $811K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-1.97K
- 5.56%
$85.6K - $94.2K
33.4K $2.09M

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