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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,237
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 91.5%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15,680
shares
|
$952,873
0.2% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,489
shares
|
$880,496
0.0% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
14,278
shares
|
$867,674
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,887
shares
|
$843,912
0.02% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
13,490
shares
|
$819,787
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,541
shares
|
$762,116
0.0% of portfolio
|
Q4 2024
Added 42.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,253
shares
|
$683,844
0.0% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,919
shares
|
$663,547
0.0% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,460
shares
|
$635,654
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
9,967
shares
|
$605,694
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,933
shares
|
$603,628
0.35% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
9,584
shares
|
$582,419
0.26% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,061
shares
|
$489,866
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
7,806
shares
|
$474,370
0.02% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,682
shares
|
$466,835
0.01% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,682
shares
|
$466,835
0.0% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,626
shares
|
$463,432
0.01% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,918
shares
|
$420,406
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,747
shares
|
$410,015
0.01% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,305
shares
|
$383,154
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,264
shares
|
$380,663
0.0% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
6,150
shares
|
$373,735
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,126
shares
|
$372,277
0.04% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,786
shares
|
$351,615
0.0% of portfolio
|
Q4 2024
Reduced 17.52%
|