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 169 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
77,179
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
73,927
shares
|
$4.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
67,575
shares
|
$4.43 Million
0.85% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
51,430
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
49,645
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
49,455
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 159.61%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,312
shares
|
$2.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,154
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
34,774
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33,953
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
33,877
shares
|
$2.22 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.97 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
27,794
shares
|
$1.82 Million
0.48% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
26,095
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
25,113
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
22,759
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,833
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
20,287
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 39.97%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
19,719
shares
|
$1.29 Million
0.31% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,510
shares
|
$1.21 Million
0.92% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,738
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,002
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,034
shares
|
$985,027
0.0% of portfolio
|
Q2 2025
Added 4.82%
|