Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1K+ 17.87% |
$605K - $698K
|
73.3K
$4.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.78KNew |
$423K - $489K
|
7.78K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.58KNew |
$413K - $476K
|
7.58K
$482K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 14.84% |
$111K - $128K
|
15.8K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.77K+ 494.96% |
$96.2K - $111K
|
2.12K
$135K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07KNew |
$58.3K - $67.3K
|
1.07K
$68.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
529New |
$28.8K - $33.2K
|
529
$33.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
490+ 233.33% |
$26.7K - $30.8K
|
700
$44.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 14.44% |
$24.1K - $27.8K
|
3.51K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
407+ 2.97% |
$22.2K - $25.6K
|
14.1K
$899K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
374New |
$20.4K - $23.5K
|
374
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
256+ 2.88% |
$13.9K - $16.1K
|
9.16K
$582K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
193New |
$10.5K - $12.1K
|
193
$12.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
94+ 0.34% |
$5.12K - $5.9K
|
27.8K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 19.45% |
$3.87K - $4.46K
|
436
$27.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 2.02% |
$3.87K - $4.46K
|
3.59K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$3.81K - $4.4K
|
70
$4.45K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.38% |
$1.03K - $1.19K
|
5.06K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.36% |
$925 - $1.07K
|
4.73K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10New |
$544 - $628
|
10
$636
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$327 - $377
|
6
$382
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.05% |
$163 - $188
|
6.37K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9- 6.98% |
$490 - $565
|
120
$7.63K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-16- 0.43% |
$871 - $1K
|
3.67K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-18- 0.36% |
$980 - $1.13K
|
4.93K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-266- 6.99% |
$14.5K - $16.7K
|
3.54K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-289- 5.91% |
$15.7K - $18.1K
|
4.6K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-323- 95.85% |
$17.6K - $20.3K
|
14
$891
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-841- 8.67% |
$45.8K - $52.8K
|
8.86K
$564K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 92.1% |
$60.9K - $70.3K
|
96
$6.11K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.37K- 20.48% |
$238K - $275K
|
17K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.74K- 5.65% |
$258K - $298K
|
79.1K
$5.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-9.45K- 7.39% |
$514K - $593K
|
118K
$7.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-125K- 48.98% |
$6.82M - $7.87M
|
130K
$8.3M
|