Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
66,948
shares
|
$4.07 Million
0.04% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
62,706
shares
|
$3.81 Million
0.51% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
56,491
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
53,685
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
44,712
shares
|
$2.72 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,592
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 30.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
41,322
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,368
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
36,571
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
35,667
shares
|
$2.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 37.98%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
34,108
shares
|
$2.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
32,388
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Added 81.92%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
30,127
shares
|
$1.83 Million
0.53% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.83 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
29,794
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2024
Added 364.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28,301
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
27,700
shares
|
$1.68 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
27,346
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
22,710
shares
|
$1.38 Million
1.16% of portfolio
|
Q2 2021
Added 96.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
21,297
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
20,368
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 97.79%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
19,768
shares
|
$1.2 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
18,229
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2024
New holding
|