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 115 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
12,016
shares
|
$728,169
0.14% of portfolio
|
Q2 2024
Added 6.56%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
10,154
shares
|
$615,332
0.28% of portfolio
|
Q2 2024
Added 0.01%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
9,943
shares
|
$602,545
0.34% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
8,893
shares
|
$538,915
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
8,864
shares
|
$537,158
0.0% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,383
shares
|
$508,009
0.0% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
8,129
shares
|
$492,617
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
7,963
shares
|
$482,557
0.01% of portfolio
|
Q2 2024
Added 0.61%
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
7,931
shares
|
$480,618
0.31% of portfolio
|
Q2 2024
Added 33.34%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
7,810
shares
|
$473,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
7,128
shares
|
$431,956
0.0% of portfolio
|
Q2 2024
Reduced 69.58%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
6,902
shares
|
$418,261
0.01% of portfolio
|
Q2 2024
Added 15.13%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
6,574
shares
|
$398,384
0.01% of portfolio
|
Q2 2024
Added 0.87%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,327
shares
|
$383,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
6,308
shares
|
$382,264
0.04% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
6,050
shares
|
$366,630
0.18% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
5,831
shares
|
$353,358
0.03% of portfolio
|
Q2 2024
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
5,342
shares
|
$323,725
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
5,310
shares
|
$321,786
0.22% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
5,169
shares
|
$313,241
0.06% of portfolio
|
Q4 2023
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
5,000
shares
|
$303,000
0.07% of portfolio
|
Q4 2020
New holding
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
4,906
shares
|
$297,303
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
4,690
shares
|
$284,214
0.0% of portfolio
|
Q2 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
4,619
shares
|
$279,911
0.0% of portfolio
|
Q2 2024
Added 21.07%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,492
shares
|
$272,215
0.0% of portfolio
|
Q2 2024
New holding
|