Lloyd Advisory Services, Llc. Fidelity Covington Tr Quality Transaction History

Lloyd Advisory Services, Llc.

$110 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jun 03, 2020	SELL	$26.04 - $39.52 $2,317 - $3,517	-89 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$34.03 - $37.8 $3,028 - $3,364	89 New	89 $3,000

Others Institutions Holding FQAL

# of Institutions

119

Shares Held

5.72M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.1M
Shares

$69.3 Million
0.02% of portfolio
Orgel Wealth Management, LLC

944K
Shares

$59.4 Million
1.66% of portfolio
Kestra Advisory Services, LLC

556K
Shares

$35 Million
0.18% of portfolio
High Probability Advisors, LLC Pittsford, NY

281K
Shares

$17.7 Million
3.0% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

241K
Shares

$15.2 Million
2.03% of portfolio

About FIDELITY COVINGTON TR QUALITY

Ticker FQAL
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