Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Low Vola (FDLO)

FDLO Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 2022. 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
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
559K
New
$23.6M - $27M
559K $33.9M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
245K
+ 83.93%
$10.3M - $11.8M
536K $32.5M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
93.1K
+ 29.48%
$3.93M - $4.5M
409K $24.8M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
78.9K
+ 24.3%
$3.33M - $3.82M
403K $24.4M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
63K
+ 17.78%
$2.66M - $3.05M
417K $25.3M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
59K
+ 9.13%
$2.49M - $2.86M
706K $42.8M
Feb 09, 2023 Q4 2022
Abundance Wealth Counselors

BUY
 -
37.7K
+ 18.69%
$1.59M - $1.82M
239K $14.5M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
37.3K
+ 87.6%
$1.57M - $1.8M
79.8K $4.84M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
35.1K
+ 13.72%
$1.48M - $1.7M
291K $17.7M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
34K
New
$1.44M - $1.65M
34K $2.06M
Feb 16, 2023 Q4 2022
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
23.4K
New
$989K - $1.13M
23.4K $1.42M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
22.7K
New
$959K - $1.1M
22.7K $1.38M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
19.9K
New
$839K - $962K
19.9K $1.21M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
16.6K
+ 20.84%
$702K - $805K
96.5K $5.85M
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
14.6K
+ 49.05%
$616K - $706K
44.3K $2.69M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.9K
+ 174.4%
$543K - $622K
20.2K $1.23M
Feb 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
10.7K
New
$450K - $516K
10.7K $647K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
10.6K
+ 209.31%
$448K - $513K
15.7K $950K
Feb 14, 2023 Q4 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
9.13K
New
$385K - $442K
9.13K $553K
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.97K
+ 10.62%
$336K - $386K
83K $5.03M
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
5.72K
New
$241K - $277K
5.72K $347K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.49K
+ 13.38%
$147K - $169K
29.6K $1.79M
Jan 20, 2023 Q4 2022
Southern Capital Advisors, LLC

BUY
 -
2.54K
+ 37.35%
$107K - $123K
9.34K $566K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.38K
+ 1.92%
$58.4K - $67K
73.5K $4.45M
Jan 23, 2023 Q4 2022
Mechanics Bank Trust Department

BUY
 -
1.28K
+ 3.1%
$53.8K - $61.7K
42.4K $2.57M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
1.21K
+ 21.95%
$50.9K - $58.4K
6.71K $406K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.04K
+ 688.74%
$43.9K - $50.3K
1.19K $72.2K
Feb 01, 2023 Q4 2022
Barber Financial Group, Inc.

BUY
 -
774
+ 2.98%
$32.7K - $37.4K
26.7K $1.62M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
707
+ 9.06%
$29.8K - $34.2K
8.51K $516K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
590
+ 10.13%
$24.9K - $28.5K
6.41K $389K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
500
New
$21.1K - $24.2K
500 $30.3K
Jan 23, 2023 Q4 2022
First Command Bank

BUY
 -
401
New
$16.9K - $19.4K
401 $24.3K
Jan 20, 2023 Q4 2022
First Command Financial Services, Inc.

BUY
 -
401
New
$16.9K - $19.4K
401 $24.3K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
312
+ 8.61%
$13.2K - $15.1K
3.94K $239K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
292
+ 3.8%
$12.3K - $14.1K
7.97K $483K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
225
+ 3.35%
$9.49K - $10.9K
6.95K $421K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
202
New
$8.52K - $9.77K
202 $12.2K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
114
New
$4.81K - $5.52K
114 $6.91K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
77
+ 24.14%
$3.25K - $3.73K
396 $24K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
48
+ 16.84%
$2.03K - $2.32K
333 $20.2K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
21
+ 0.04%
$886 - $1.02K
57.1K $3.46M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
11
+ 0.14%
$464 - $532
7.82K $474K
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
7
+ 0.4%
$295 - $339
1.75K $106K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-135
- 1.56%
$5.7K - $6.53K
8.52K $516K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-138
- 2.23%
$5.82K - $6.68K
6.04K $366K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-145
- 2.92%
$6.12K - $7.02K
4.82K $292K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

SELL
 -
-316
- 1.28%
$13.3K - $15.3K
24.5K $1.48M
Feb 15, 2023 Q4 2022
Vicus Capital

State College, PA
SELL
 -
-378
- 7.37%
$15.9K - $18.3K
4.75K $288K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-501
- 2.92%
$21.1K - $24.2K
16.7K $1.01M

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