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 164 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
33
shares
|
$2,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
30
shares
|
$1,982
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
26
shares
|
$1,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
23
shares
|
$1,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
16
shares
|
$1,057
0.01% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$1,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
14
shares
|
$925
0.0% of portfolio
|
Q2 2025
Reduced 95.85%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
13
shares
|
$859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
7
shares
|
$462
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
6
shares
|
$396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$198
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$198
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|