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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95+ 197.92% |
$5.17K - $5.97K
|
143
$9.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
94+ 0.34% |
$5.12K - $5.9K
|
27.8K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 1.67% |
$4.52K - $5.21K
|
5.04K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
78+ 0.97% |
$4.25K - $4.9K
|
8.15K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$4.08K - $4.71K
|
75
$4.91K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 2.02% |
$3.87K - $4.46K
|
3.59K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 19.45% |
$3.87K - $4.46K
|
436
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$3.81K - $4.4K
|
70
$4.59K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
35+ 0.41% |
$1.91K - $2.2K
|
8.49K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$1.42K - $1.63K
|
26
$1.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24+ 0.24% |
$1.31K - $1.51K
|
10.1K
$660K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 0.14% |
$1.09K - $1.26K
|
14.8K
$966K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 76.0% |
$1.03K - $1.19K
|
44
$2.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.38% |
$1.03K - $1.19K
|
5.06K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.36% |
$925 - $1.07K
|
4.73K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.56% |
$653 - $754
|
2.16K
$142K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10New |
$544 - $628
|
10
$655
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9New |
$490 - $565
|
9
$590
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$436 - $502
|
3.52K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$436 - $502
|
2.23K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.39% |
$381 - $440
|
1.82K
$119K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$327 - $377
|
6
$393
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.05% |
$163 - $188
|
6.37K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.3% |
$163 - $188
|
994
$65.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.05% |
$163 - $188
|
5.49K
$360K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 14.29% |
$109 - $126
|
16
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$54.4 - $62.8
|
6.3K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9- 6.98% |
$490 - $565
|
120
$7.86K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-16- 0.43% |
$871 - $1K
|
3.67K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-18- 0.36% |
$980 - $1.13K
|
4.93K
$323K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-26- 0.23% |
$1.42K - $1.63K
|
11.1K
$727K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-29- 0.3% |
$1.58K - $1.82K
|
9.67K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-34- 0.61% |
$1.85K - $2.14K
|
5.55K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-69- 2.2% |
$3.76K - $4.33K
|
3.07K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78- 37.5% |
$4.25K - $4.9K
|
130
$8.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-132- 64.08% |
$7.19K - $8.29K
|
74
$4.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-172- 2.24% |
$9.36K - $10.8K
|
7.49K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-248- 5.79% |
$13.5K - $15.6K
|
4.04K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-266- 6.99% |
$14.5K - $16.7K
|
3.54K
$232K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-282- 0.83% |
$15.4K - $17.7K
|
33.9K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-289- 5.91% |
$15.7K - $18.1K
|
4.6K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-323- 95.85% |
$17.6K - $20.3K
|
14
$917
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-494- 0.66% |
$26.9K - $31K
|
73.9K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-633- 15.28% |
$34.5K - $39.8K
|
3.51K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-841- 8.67% |
$45.8K - $52.8K
|
8.86K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-869- 2.44% |
$47.3K - $54.6K
|
34.8K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-876- 8.91% |
$47.7K - $55K
|
8.96K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-980- 16.35% |
$53.4K - $61.5K
|
5.01K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 92.1% |
$60.9K - $70.3K
|
96
$6.29K
|