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 122 institutions that hold shares in the stock, with a total of 6.17 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
4,921
shares
|
$297,769
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
4,690
shares
|
$283,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
4,619
shares
|
$279,495
0.0% of portfolio
|
Q2 2024
Added 21.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,492
shares
|
$271,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$258,559
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
4,259
shares
|
$257,712
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,037
shares
|
$244,278
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
3,936
shares
|
$238,167
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,912
shares
|
$236,715
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
3,854
shares
|
$233,205
0.0% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
3,791
shares
|
$229,393
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
3,546
shares
|
$214,568
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
3,526
shares
|
$213,358
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,473
shares
|
$210,151
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,442
shares
|
$208,275
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,403
shares
|
$205,915
0.0% of portfolio
|
Q2 2024
Reduced 16.65%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,253
shares
|
$196,839
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,068
shares
|
$185,644
0.01% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,427
shares
|
$146,857
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,287
shares
|
$138,386
0.0% of portfolio
|
Q2 2024
Reduced 76.13%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
2,196
shares
|
$132,879
0.09% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,090
shares
|
$126,465
0.0% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
1,791
shares
|
$108,373
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,202
shares
|
$72,733
0.0% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
622
shares
|
$37,637
0.0% of portfolio
|
Q2 2024
New holding
|