Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
44K+ 54.49% |
$2.75M - $2.9M
|
125K
$8.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 21.08% |
$929K - $980K
|
85.5K
$5.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 6.33% |
$647K - $683K
|
174K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.7K+ 152.61% |
$481K - $507K
|
12.7K
$835K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 8.82% |
$410K - $432K
|
80.9K
$5.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 39.97% |
$362K - $382K
|
20.3K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.21K+ 7.1% |
$325K - $343K
|
78.5K
$5.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.08K+ 936.47% |
$255K - $269K
|
4.52K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.36K+ 3.01% |
$147K - $155K
|
80.6K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.25K+ 11.31% |
$77.7K - $82K
|
12.2K
$803K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 14.43% |
$74.3K - $78.4K
|
9.44K
$618K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
573+ 8.99% |
$35.8K - $37.7K
|
6.95K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
498+ 13.55% |
$31.1K - $32.8K
|
4.17K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
447+ 12.74% |
$27.9K - $29.4K
|
3.96K
$259K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
329+ 15.49% |
$20.5K - $21.7K
|
2.45K
$161K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
235+ 2350.0% |
$14.7K - $15.5K
|
245
$16.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202New |
$12.6K - $13.3K
|
202
$13.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$6.74K - $7.11K
|
108
$7.08K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
85+ 531.25% |
$5.31K - $5.6K
|
101
$6.62K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
83+ 11.86% |
$5.18K - $5.47K
|
783
$51.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
31+ 0.16% |
$1.94K - $2.04K
|
19.7K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22+ 0.45% |
$1.37K - $1.45K
|
4.95K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 0.33% |
$1.12K - $1.19K
|
5.51K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.34% |
$1.06K - $1.12K
|
5.07K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$999 - $1.05K
|
16
$1.05K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
14+ 0.3% |
$874 - $922
|
4.74K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.22% |
$500 - $527
|
3.6K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$500 - $527
|
2.24K
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.28% |
$375 - $395
|
2.17K
$142K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$375 - $395
|
3.08K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16- 0.19% |
$999 - $1.05K
|
8.57K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-75- 0.82% |
$4.68K - $4.94K
|
9.08K
$595K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-103- 1.07% |
$6.43K - $6.78K
|
9.56K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-315- 8.9% |
$19.7K - $20.7K
|
3.23K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-787- 73.48% |
$49.1K - $51.8K
|
284
$18.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-985- 5.8% |
$61.5K - $64.9K
|
16K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.93K- 13.08% |
$121K - $127K
|
12.8K
$840K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.09K- 18.74% |
$256K - $270K
|
17.7K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.2K- 18.49% |
$262K - $277K
|
18.5K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.5K- 28.54% |
$281K - $297K
|
11.3K
$739K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-11.5K- 14.59% |
$720K - $760K
|
67.6K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 1.9% |
$886K - $935K
|
733K
$48M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.7K- 10.04% |
$3.48M - $3.67M
|
499K
$32.7M
|