Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Value Fa (FVAL)
This table provides information about the institutional ownership of Fidelity Covington Tr Value Fa (FVAL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53.9K+ 169.46% |
$3.24M - $3.47M
|
85.7K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32.6KNew |
$1.96M - $2.1M
|
32.6K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.5K+ 62.87% |
$1.24M - $1.32M
|
53.2K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$536K - $573K
|
8.9K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.86K+ 2.21% |
$473K - $506K
|
364K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.21K+ 76.75% |
$434K - $464K
|
16.6K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.33KNew |
$321K - $343K
|
5.33K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.41KNew |
$205K - $220K
|
3.41K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 20.03% |
$128K - $137K
|
12.8K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
787+ 1.53% |
$47.4K - $50.7K
|
52.3K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
559+ 4.18% |
$33.6K - $36K
|
13.9K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
305+ 3.55% |
$18.4K - $19.6K
|
8.9K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245New |
$14.7K - $15.8K
|
245
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
240+ 2.37% |
$14.4K - $15.5K
|
10.4K
$661K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.37% |
$782 - $837
|
3.51K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$241 - $258
|
3.68K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.45% |
$181 - $193
|
669
$42.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$60.2 - $64.4
|
11.5K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68- 0.84% |
$4.09K - $4.38K
|
8.06K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 62.83% |
$4.27K - $4.57K
|
42
$2.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-196- 4.06% |
$11.8K - $12.6K
|
4.63K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-514- 9.23% |
$30.9K - $33.1K
|
5.06K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-555- 9.98% |
$33.4K - $35.7K
|
5.01K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-565- 2.13% |
$34K - $36.4K
|
25.9K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.23K- 12.0% |
$74.1K - $79.3K
|
9.02K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 31.79% |
$77.2K - $82.5K
|
2.75K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.54K- 14.24% |
$92.7K - $99.2K
|
9.27K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.99K- 3.97% |
$120K - $128K
|
48.1K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 1.64% |
$161K - $172K
|
161K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.77K- 13.12% |
$287K - $307K
|
31.6K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.31K- 16.92% |
$560K - $599K
|
45.7K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-67.2K- 42.06% |
$4.05M - $4.33M
|
92.6K
$5.9M
|