Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 2024. 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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 0.43% |
$7.23K - $7.57K
|
28.3K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 1.68% |
$6.87K - $7.19K
|
6.92K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106New |
$6.39K - $6.69K
|
106
$6.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
61+ 0.45% |
$3.67K - $3.85K
|
13.5K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$2.9K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 10.47% |
$2.41K - $2.52K
|
422
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.99K - $2.08K
|
33
$2.04K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.2% |
$1.69K - $1.77K
|
14.3K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.36% |
$1.08K - $1.14K
|
5.02K
$310K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$843 - $883
|
14
$864
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.16% |
$783 - $820
|
8.06K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.08% |
$783 - $820
|
1.22K
$75K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13New |
$783 - $820
|
13
$802
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$663 - $694
|
11
$679
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$663 - $694
|
11
$679
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$482 - $505
|
2.21K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.23% |
$482 - $505
|
3.48K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$482 - $505
|
3.18K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$482 - $505
|
3.5K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.18% |
$422 - $442
|
3.8K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 60.0% |
$361 - $378
|
16
$988
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.33% |
$361 - $378
|
1.8K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.41% |
$241 - $252
|
987
$60.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3New |
$181 - $189
|
3
$185
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$60.2 - $63.1
|
21.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.09% |
$301 - $315
|
5.26K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.35% |
$1.33K - $1.39K
|
6.31K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-57- 0.17% |
$3.43K - $3.6K
|
34.1K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-104- 1.92% |
$6.26K - $6.56K
|
5.31K
$327K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-120- 1.92% |
$7.23K - $7.57K
|
6.13K
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.31% |
$8.49K - $8.89K
|
44.7K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 3.03% |
$8.98K - $9.4K
|
4.77K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-166- 0.09% |
$10K - $10.5K
|
195K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-345- 2.15% |
$20.8K - $21.8K
|
15.7K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-364- 4.46% |
$21.9K - $23K
|
7.81K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-614- 13.97% |
$37K - $38.7K
|
3.78K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-745- 8.84% |
$44.9K - $47K
|
7.68K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-763- 7.37% |
$46K - $48.1K
|
9.58K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-891- 15.13% |
$53.7K - $56.2K
|
5K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-920- 6.21% |
$55.4K - $58K
|
13.9K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.17K- 47.04% |
$70.5K - $73.8K
|
1.32K
$81.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.27% |
$73.3K - $76.7K
|
6.75K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$74K - $77.5K
|
5.79K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-1.41K- 0.86% |
$85.2K - $89.2K
|
163K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.47K- 18.95% |
$88.3K - $92.4K
|
6.26K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 12.09% |
$90.4K - $94.7K
|
10.9K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 3.55% |
$91.7K - $96.1K
|
41.3K
$2.55M
|