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 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.21K- 5.03% |
$65.6K - $75.7K
|
22.8K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.22K- 12.46% |
$66.2K - $76.4K
|
8.54K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 13.8% |
$68.3K - $78.8K
|
7.83K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.29K- 9.06% |
$70.4K - $81.3K
|
13K
$851K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 3.81% |
$88.8K - $102K
|
41.2K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.28K- 30.12% |
$178K - $206K
|
7.6K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.57K- 12.44% |
$194K - $224K
|
25.1K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.85K- 36.69% |
$209K - $242K
|
6.64K
$435K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.37K- 20.48% |
$238K - $275K
|
17K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.74K- 5.65% |
$258K - $298K
|
79.1K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.91K- 6.5% |
$267K - $308K
|
70.6K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.19K- 66.3% |
$282K - $326K
|
2.64K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.34K- 46.56% |
$291K - $335K
|
6.13K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.26K- 7.41% |
$341K - $393K
|
78.3K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.91K- 2.94% |
$376K - $434K
|
228K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.45K- 1.12% |
$460K - $531K
|
747K
$49M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-9.45K- 7.39% |
$514K - $593K
|
118K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.94K- 7.9% |
$541K - $624K
|
116K
$7.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-10.1K- 31.72% |
$552K - $637K
|
21.8K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.6K- 9.96% |
$1.07M - $1.23M
|
178K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.5K- 28.32% |
$1.66M - $1.91M
|
77.2K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30.8K- 67.79% |
$1.68M - $1.93M
|
14.6K
$959K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.6K- 9.25% |
$3.08M - $3.55M
|
555K
$36.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.5K- 53.21% |
$3.18M - $3.67M
|
51.4K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81.6K- 53.19% |
$4.44M - $5.12M
|
71.8K
$4.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-125K- 48.98% |
$6.82M - $7.87M
|
130K
$8.55M
|