Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q1 2025. 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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.2K+ 1088.07% |
$4.05M - $4.31M
|
74.4K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
64.9K+ 217.72% |
$3.86M - $4.1M
|
94.7K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.2K+ 104.74% |
$3.34M - $3.55M
|
110K
$6.76M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.6K+ 282.15% |
$2.89M - $3.07M
|
65.9K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.4K+ 34.58% |
$2.34M - $2.49M
|
153K
$9.43M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 17.46% |
$1.74M - $1.85M
|
197K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 15.59% |
$1.35M - $1.43M
|
168K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 3.26% |
$1.15M - $1.22M
|
612K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$1.13M - $1.2M
|
19.1K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
16.6K+ 5.76% |
$989K - $1.05M
|
305K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 14.99% |
$913K - $972K
|
118K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$852K - $907K
|
14.3K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 2.92% |
$683K - $727K
|
405K
$24.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.4K+ 5961.98% |
$680K - $724K
|
11.6K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.1KNew |
$657K - $699K
|
11.1K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$647K - $688K
|
10.9K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2K+ 12.22% |
$606K - $645K
|
93.7K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.91K+ 14.35% |
$589K - $626K
|
79K
$4.86M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
9.83K+ 30.35% |
$584K - $621K
|
42.2K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$529K - $563K
|
8.9K
$547K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.62KNew |
$513K - $545K
|
8.62K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.54K+ 12.75% |
$507K - $540K
|
75.5K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.29K+ 0.97% |
$433K - $461K
|
756K
$46.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.34K+ 87.14% |
$317K - $337K
|
11.5K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.02K+ 179.29% |
$298K - $317K
|
7.82K
$481K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.96KNew |
$295K - $314K
|
4.96K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.72K+ 156.26% |
$280K - $298K
|
7.73K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.43K+ 109.93% |
$263K - $280K
|
8.46K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.32K+ 126.96% |
$257K - $273K
|
7.73K
$475K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.18K+ 20.53% |
$248K - $264K
|
24.5K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.11K+ 9.95% |
$244K - $260K
|
45.4K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.98K+ 77.95% |
$237K - $252K
|
9.09K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96K+ 9.09% |
$236K - $251K
|
47.6K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.69KNew |
$219K - $233K
|
3.69K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$197K - $210K
|
3.32K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.3K+ 48.87% |
$196K - $208K
|
10K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 2.05% |
$195K - $208K
|
164K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02K+ 26.3% |
$120K - $128K
|
9.7K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.89K+ 24.2% |
$112K - $119K
|
9.7K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.05KNew |
$62.4K - $66.4K
|
1.05K
$64.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
985+ 0.92% |
$58.5K - $62.3K
|
108K
$6.62M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
711+ 10.28% |
$42.3K - $44.9K
|
7.63K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
603+ 0.59% |
$35.8K - $38.1K
|
103K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
603+ 16.39% |
$35.8K - $38.1K
|
4.28K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
379+ 1.34% |
$22.5K - $24K
|
28.7K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
363+ 9.6% |
$21.6K - $22.9K
|
4.14K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
360New |
$21.4K - $22.8K
|
360
$22.1K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
355+ 1.95% |
$21.1K - $22.4K
|
18.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
339+ 6.34% |
$20.1K - $21.4K
|
5.68K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
291New |
$17.3K - $18.4K
|
291
$17.9K
|