Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
676K
+ 16963.41%
$30.5M - $33.2M
680K $42.3M
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
112K
+ 20.3%
$5.07M - $5.52M
666K $41.4M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
65.5K
+ 97.48%
$2.95M - $3.21M
133K $8.24M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
53.4K
New
$2.41M - $2.62M
53.4K $3.32M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
36K
New
$1.62M - $1.77M
36K $2.24M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.1K
+ 12.98%
$1.22M - $1.33M
235K $14.6M
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
24.2K
+ 5.19%
$1.09M - $1.19M
490K $30.5M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15.3K
+ 113.5%
$691K - $753K
28.8K $1.79M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
12.4K
+ 27.9%
$561K - $611K
57.1K $3.55M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.5K
+ 150.7%
$517K - $563K
19.1K $1.18M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.48K
+ 126.63%
$427K - $465K
17K $1.05M
Jul 20, 2023 Q2 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
8.64K
New
$390K - $424K
8.64K $537K
Aug 07, 2023 Q2 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
5.17K
New
$233K - $254K
5.17K $321K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
5.05K
+ 9.53%
$227K - $248K
58K $3.6M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
4.61K
New
$208K - $226K
4.61K $286K
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
4.26K
New
$192K - $209K
4.26K $264K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.14K
New
$187K - $203K
4.14K $257K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
3.52K
New
$159K - $173K
3.52K $219K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.33K
+ 23.04%
$105K - $114K
12.4K $773K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
2.02K
+ 9.5%
$90.9K - $99K
23.2K $1.44M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.81K
New
$81.8K - $89.1K
1.81K $113K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.22K
+ 2.26%
$54.9K - $59.8K
55.1K $3.42M
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.09K
+ 1.34%
$49.1K - $53.5K
82.6K $5.13M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
805
New
$36.3K - $39.5K
805 $50K
Jul 14, 2023 Q2 2023
Bouvel Investment Partners, LLC

BUY
 -
724
+ 1.58%
$32.6K - $35.5K
46.5K $2.89M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
721
+ 17.98%
$32.5K - $35.4K
4.73K $294K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
717
+ 8.98%
$32.3K - $35.2K
8.7K $540K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
535
+ 5.27%
$24.1K - $26.3K
10.7K $665K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
477
+ 14.55%
$21.5K - $23.4K
3.76K $233K
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
290
+ 5.23%
$13.1K - $14.2K
5.84K $363K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
89
+ 0.08%
$4.01K - $4.37K
110K $6.85M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
52
New
$2.34K - $2.55K
52 $3.23K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
40
+ 0.12%
$1.8K - $1.96K
33.4K $2.08M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
25
+ 0.02%
$1.13K - $1.23K
115K $7.15M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
24
+ 9.27%
$1.08K - $1.18K
283 $17.6K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
22
+ 0.43%
$992 - $1.08K
5.16K $321K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
3
+ 0.47%
$135 - $147
635 $39.5K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.46%
$45.1 - $49.1
220 $13.7K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.01%
$45.1 - $49.1
9.09K $565K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-31
- 0.91%
$1.4K - $1.52K
3.39K $211K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-60
- 1.19%
$2.7K - $2.95K
5K $311K
Aug 11, 2023 Q2 2023
Assetmark, Inc

SELL
 -
-69
- 2.5%
$3.11K - $3.39K
2.7K $168K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-122
- 6.34%
$5.5K - $5.99K
1.8K $112K
Aug 11, 2023 Q2 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-179
- 2.71%
$8.07K - $8.79K
6.43K $400K
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-200
- 4.0%
$9.02K - $9.82K
4.79K $298K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-467
- 3.61%
$21.1K - $22.9K
12.5K $775K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-787
- 13.72%
$35.5K - $38.6K
4.95K $307K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-830
- 6.3%
$37.4K - $40.8K
12.3K $767K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-992
- 1.72%
$44.7K - $48.7K
56.5K $3.51M

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