Vicus Capital Fidelity Covington Tr Low Vola Transaction History

Vicus Capital

$1.12 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	SELL	$42.19 - $48.38 $15,947 - $18,287	-378 Reduced 7.37%	4,749 $219,000
Q3 2022 Nov 08, 2022	BUY	$41.99 - $49.11 $215,282 - $251,786	5,127 New	5,127 $215,000

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

0

Commonwealth Equity Services, LLC

725K
Shares

$45.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$34.5 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.9 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.4 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.9 Million
0.83% of portfolio

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
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