Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR LOW VOLA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
745K+ 11704.59% |
$34.5M - $38.8M
|
751K
$45.5M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257KNew |
$11.9M - $13.4M
|
257K
$15.6M
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
142K+ 39.92% |
$6.59M - $7.39M
|
498K
$30.1M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
93.5K+ 1047.03% |
$4.34M - $4.87M
|
102K
$6.2M
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
91.3K+ 109.2% |
$4.23M - $4.75M
|
175K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.4K+ 18.66% |
$2.2M - $2.47M
|
302K
$18.2M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.9K+ 532.56% |
$1.39M - $1.56M
|
35.6K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 95.78% |
$1.31M - $1.46M
|
57.5K
$3.48M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6K+ 172.63% |
$1.23M - $1.38M
|
42K
$2.54M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
25.5K+ 202.32% |
$1.18M - $1.33M
|
38.1K
$2.3M
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
25.3K+ 12.36% |
$1.17M - $1.32M
|
230K
$13.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 7.54% |
$1.09M - $1.22M
|
334K
$20.2M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.4KNew |
$1.08M - $1.22M
|
23.4K
$1.41M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.7KNew |
$543K - $609K
|
11.7K
$708K
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$466K - $523K
|
10.1K
$608K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.59K+ 12.08% |
$445K - $499K
|
89K
$5.38M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.51K+ 3.82% |
$441K - $495K
|
259K
$15.7M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.09K+ 20.95% |
$329K - $369K
|
40.9K
$2.48M
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.62K+ 21.89% |
$307K - $344K
|
36.9K
$2.23M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.05K+ 6.69% |
$234K - $263K
|
80.6K
$4.87M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.03K+ 21.78% |
$233K - $262K
|
28.1K
$1.7M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.94K+ 42.2% |
$229K - $257K
|
16.6K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.05KNew |
$188K - $211K
|
4.05K
$245K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
953New |
$44.2K - $49.6K
|
953
$57.7K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
815+ 17.67% |
$37.8K - $42.4K
|
5.43K
$328K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
706+ 24.19% |
$32.8K - $36.7K
|
3.62K
$219K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
615+ 10.15% |
$28.5K - $32K
|
6.67K
$404K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
545+ 9.4% |
$25.3K - $28.4K
|
6.35K
$384K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$23.2K - $26K
|
500
$30.3K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
232+ 0.4% |
$10.8K - $12.1K
|
58.9K
$3.57M
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
227+ 0.44% |
$10.5K - $11.8K
|
51.9K
$3.14M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
135New |
$6.26K - $7.03K
|
135
$8.17K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
66+ 19.3% |
$3.06K - $3.43K
|
408
$24.7K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45+ 3.31% |
$2.09K - $2.34K
|
1.41K
$85.1K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.13% |
$464 - $520
|
7.79K
$471K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$232 - $260
|
7.27K
$440K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.24% |
$232 - $260
|
2.09K
$126K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.12% |
$92.8 - $104
|
1.73K
$105K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.4 - $52
|
1
$60.5
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.03% |
$46.4 - $52
|
3.74K
$226K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32- 0.75% |
$1.48K - $1.67K
|
4.24K
$257K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50- 0.93% |
$2.32K - $2.6K
|
5.33K
$322K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-105- 1.05% |
$4.87K - $5.46K
|
9.94K
$601K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-146- 2.39% |
$6.77K - $7.6K
|
5.97K
$361K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177- 3.68% |
$8.21K - $9.21K
|
4.63K
$280K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-183Closed |
$8.49K - $9.52K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-250- 1.26% |
$11.6K - $13K
|
19.7K
$1.19M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-260- 6.05% |
$12.1K - $13.5K
|
4.04K
$244K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-341- 6.73% |
$15.8K - $17.7K
|
4.73K
$286K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-349- 3.83% |
$16.2K - $18.2K
|
8.77K
$531K
|