Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
537KNew |
$21.8M - $25.1M
|
537K
$33.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
198KNew |
$8.03M - $9.24M
|
198K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 22.64% |
$4.2M - $4.82M
|
559K
$35.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
89.8K+ 153.82% |
$3.65M - $4.2M
|
148K
$9.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81.6K+ 38.42% |
$3.32M - $3.81M
|
294K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.7K+ 10.7% |
$2.83M - $3.26M
|
721K
$45.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 94.6% |
$1.36M - $1.57M
|
68.9K
$4.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.8KNew |
$1.33M - $1.53M
|
32.8K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.3K+ 44.25% |
$1.27M - $1.46M
|
102K
$6.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$1.01M - $1.16M
|
24.8K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
16.7K+ 19.98% |
$678K - $780K
|
100K
$6.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 30.41% |
$604K - $694K
|
63.7K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.62KNew |
$391K - $450K
|
9.62K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.33KNew |
$338K - $389K
|
8.33K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.33KNew |
$257K - $296K
|
6.33K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.6K+ 62.16% |
$228K - $262K
|
14.6K
$917K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.36K+ 1.31% |
$218K - $251K
|
416K
$26.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.32KNew |
$216K - $249K
|
5.32K
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.88KNew |
$198K - $228K
|
4.88K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.87K+ 75.72% |
$198K - $228K
|
11.3K
$709K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.86KNew |
$198K - $227K
|
4.86K
$305K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.76KNew |
$194K - $222K
|
4.76K
$298K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.73KNew |
$192K - $221K
|
4.73K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.6KNew |
$187K - $215K
|
4.6K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.98KNew |
$162K - $186K
|
3.98K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.68K+ 5.18% |
$150K - $172K
|
74.7K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.42KNew |
$139K - $160K
|
3.42K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.56K+ 36.38% |
$104K - $120K
|
9.59K
$602K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2KNew |
$89.3K - $103K
|
2.2K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.78KNew |
$72.5K - $83.3K
|
1.78K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.67K+ 56.89% |
$67.8K - $78K
|
4.6K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.52KNew |
$61.8K - $71K
|
1.52K
$95.3K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$58.5K - $67.3K
|
1.44K
$90.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 0.18% |
$46.8K - $53.8K
|
633K
$39.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$43.3K - $49.7K
|
1.06K
$66.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.01K+ 42.86% |
$41K - $47.2K
|
3.36K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$40.7K - $46.7K
|
1K
$62.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
832+ 4.78% |
$33.8K - $38.9K
|
18.2K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
797+ 1.03% |
$32.4K - $37.3K
|
78.4K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
796+ 8.35% |
$32.4K - $37.2K
|
10.3K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
568New |
$23.1K - $26.5K
|
568
$35.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
535+ 1.21% |
$21.8K - $25K
|
44.8K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
472+ 9.25% |
$19.2K - $22.1K
|
5.58K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
396+ 5.59% |
$16.1K - $18.5K
|
7.49K
$469K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
336+ 3.76% |
$13.7K - $15.7K
|
9.28K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
220New |
$8.95K - $10.3K
|
220
$13.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
189+ 0.52% |
$7.68K - $8.83K
|
36.3K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
185+ 100.0% |
$7.52K - $8.65K
|
370
$23.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
149+ 1.03% |
$6.06K - $6.96K
|
14.6K
$917K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81+ 2.12% |
$3.29K - $3.79K
|
3.91K
$245K
|