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 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
283+ 5.33% |
$16.8K - $17.9K
|
5.59K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278New |
$16.5K - $17.6K
|
278
$17.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
231+ 1.71% |
$13.7K - $14.6K
|
13.7K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
208+ 3.59% |
$12.4K - $13.1K
|
5.99K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
186+ 108.77% |
$11.1K - $11.8K
|
357
$22K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 338.3% |
$9.45K - $10.1K
|
206
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
139+ 1.82% |
$8.26K - $8.79K
|
7.77K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
133New |
$7.9K - $8.41K
|
133
$8.18K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
119+ 3.46% |
$7.07K - $7.52K
|
3.56K
$219K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$6.3K - $6.7K
|
106
$6.52K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 0.3% |
$3.8K - $4.05K
|
21.4K
$1.31M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$3.27K - $3.48K
|
55
$3.38K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51+ 0.15% |
$3.03K - $3.22K
|
34.2K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
48New |
$2.85K - $3.03K
|
48
$2.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
42+ 1.21% |
$2.5K - $2.66K
|
3.52K
$217K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22+ 5.21% |
$1.31K - $1.39K
|
444
$27.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.4% |
$1.19K - $1.26K
|
5.04K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.17% |
$832 - $885
|
8.08K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 5.0% |
$594 - $632
|
210
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.41% |
$535 - $569
|
2.22K
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
8+ 0.21% |
$475 - $506
|
3.81K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$475 - $506
|
3.19K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$475 - $506
|
3.51K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.39% |
$416 - $443
|
1.81K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.13% |
$357 - $379
|
4.66K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6New |
$357 - $379
|
6
$369
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.41% |
$238 - $253
|
991
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$119 - $126
|
14.3K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-16- 0.21% |
$951 - $1.01K
|
7.67K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37- 2.81% |
$2.2K - $2.34K
|
1.28K
$78.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-53- 1.06% |
$3.15K - $3.35K
|
4.95K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-53- 22.27% |
$3.15K - $3.35K
|
185
$11.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-62- 1.3% |
$3.68K - $3.92K
|
4.71K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 76.42% |
$4.81K - $5.12K
|
25
$1.54K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-128- 49.81% |
$7.61K - $8.09K
|
129
$7.93K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-166- 1.32% |
$9.87K - $10.5K
|
12.4K
$761K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-209- 2.1% |
$12.4K - $13.2K
|
9.76K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-366- 6.96% |
$21.8K - $23.1K
|
4.89K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-400- 0.89% |
$23.8K - $25.3K
|
44.3K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-430- 3.94% |
$25.6K - $27.2K
|
10.5K
$645K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-535- 0.85% |
$31.8K - $33.8K
|
62.2K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-555- 0.65% |
$33K - $35.1K
|
84.5K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-596- 34.29% |
$35.4K - $37.7K
|
1.14K
$70.2K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-629- 6.01% |
$37.4K - $39.8K
|
9.83K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-751- 5.18% |
$44.6K - $47.5K
|
13.7K
$845K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-928- 2.54% |
$55.2K - $58.7K
|
35.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-950- 6.06% |
$56.5K - $60.1K
|
14.7K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.35K- 6.58% |
$140K - $148K
|
33.3K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.55K- 7.39% |
$152K - $161K
|
32K
$1.97M
|