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 $39.6M
Aug 10, 2023 Q2 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
112K
+ 20.3%
$5.07M - $5.52M
666K $38.8M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
65.5K
+ 97.48%
$2.95M - $3.21M
133K $7.72M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
53.4K
New
$2.41M - $2.62M
53.4K $3.11M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
36K
New
$1.62M - $1.77M
36K $2.1M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.1K
+ 12.98%
$1.22M - $1.33M
235K $13.7M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15.3K
+ 113.5%
$691K - $753K
28.8K $1.68M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
12.4K
+ 27.9%
$561K - $611K
57.1K $3.32M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.5K
+ 150.7%
$517K - $563K
19.1K $1.11M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.8K
New
$485K - $529K
10.8K $627K
Jul 20, 2023 Q2 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
8.64K
New
$390K - $424K
8.64K $503K
Aug 07, 2023 Q2 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
5.17K
New
$233K - $254K
5.17K $301K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
5.05K
+ 9.53%
$227K - $248K
58K $3.37M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
4.61K
New
$208K - $226K
4.61K $268K
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
4.26K
New
$192K - $209K
4.26K $248K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.14K
New
$187K - $203K
4.14K $241K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
3.52K
New
$159K - $173K
3.52K $205K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.33K
+ 23.04%
$105K - $114K
12.4K $724K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
2.02K
+ 9.5%
$90.9K - $99K
23.2K $1.35M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.81K
New
$81.8K - $89.1K
1.81K $106K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.22K
+ 2.26%
$54.9K - $59.8K
55.1K $3.21M
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.09K
+ 1.34%
$49.1K - $53.5K
82.6K $4.81M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
805
New
$36.3K - $39.5K
805 $46.9K
Jul 14, 2023 Q2 2023
Bouvel Investment Partners, LLC

BUY
 -
724
+ 1.58%
$32.6K - $35.5K
46.5K $2.71M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
721
+ 17.98%
$32.5K - $35.4K
4.73K $275K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
717
+ 8.98%
$32.3K - $35.2K
8.7K $506K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
535
+ 5.27%
$24.1K - $26.3K
10.7K $623K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
477
+ 14.55%
$21.5K - $23.4K
3.76K $219K
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
290
+ 5.23%
$13.1K - $14.2K
5.84K $340K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
89
+ 0.08%
$4.01K - $4.37K
110K $6.42M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
52
New
$2.34K - $2.55K
52 $3.03K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
40
+ 0.12%
$1.8K - $1.96K
33.4K $1.95M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
25
+ 0.02%
$1.13K - $1.23K
115K $6.69M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
24
+ 9.27%
$1.08K - $1.18K
283 $16.5K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
22
+ 0.43%
$992 - $1.08K
5.16K $300K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
3
+ 0.47%
$135 - $147
635 $37K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.01%
$45.1 - $49.1
9.09K $529K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.46%
$45.1 - $49.1
220 $12.8K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-31
- 0.91%
$1.4K - $1.52K
3.39K $197K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-60
- 1.19%
$2.7K - $2.95K
5K $291K
Aug 11, 2023 Q2 2023
Assetmark, Inc

SELL
 -
-69
- 2.5%
$3.11K - $3.39K
2.7K $157K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-122
- 6.34%
$5.5K - $5.99K
1.8K $105K
Aug 11, 2023 Q2 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-179
- 2.71%
$8.07K - $8.79K
6.43K $374K
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-200
- 4.0%
$9.02K - $9.82K
4.79K $279K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-467
- 3.61%
$21.1K - $22.9K
12.5K $726K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-787
- 13.72%
$35.5K - $38.6K
4.95K $288K
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-830
- 6.3%
$37.4K - $40.8K
12.3K $718K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-992
- 1.72%
$44.7K - $48.7K
56.5K $3.29M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.03K
- 2.44%
$46.4K - $50.5K
41.1K $2.39M

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