J.W. Cole Advisors, Inc. Fidelity Covington Tr Low Vola Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 4,960 shares of FDLO stock, worth $301,369. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,960

Holding current value

$301,369

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$59.43 - $63.22 $294,772 - $313,571	4,960 New	4,960 $300,000

Others Institutions Holding FDLO

# of Institutions

152

Shares Held

7.06M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

756K
Shares

$45.9 Million
0.06% of portfolio
Envestnet Asset Management Inc

612K
Shares

$37.2 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.2 Million
1.55% of portfolio
Bank Of America Corp Charlotte, NC

405K
Shares

$24.6 Million
0.0% of portfolio
Kestra Advisory Services, LLC

323K
Shares

$19.6 Million
0.1% of portfolio

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About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

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J.W. Cole Advisors, Inc. Fidelity Covington Tr Low Vola Transaction History