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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,912
shares
|
$256,314
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,602
shares
|
$236,003
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,587
shares
|
$235,020
0.0% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,561
shares
|
$233,316
0.08% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,546
shares
|
$232,333
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,518
shares
|
$230,499
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,511
shares
|
$230,040
0.01% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,461
shares
|
$226,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,360
shares
|
$220,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,329
shares
|
$218,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,225
shares
|
$211,302
0.02% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,122
shares
|
$204,553
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,075
shares
|
$201,474
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,886
shares
|
$189,090
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,636
shares
|
$172,710
0.0% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
2,453
shares
|
$160,720
0.15% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,427
shares
|
$159,017
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,387
shares
|
$156,396
0.0% of portfolio
|
Q2 2025
Added 109.02%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,236
shares
|
$146,502
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,166
shares
|
$141,916
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,817
shares
|
$119,049
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,050
shares
|
$68,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
994
shares
|
$65,126
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
919
shares
|
$60,212
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
800
shares
|
$52,416
0.01% of portfolio
|
Q3 2024
New holding
|