Latest Institutional Transactions on Fidelity Covington Tr Low Vola (FDLO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Low Vola (FDLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$843 - $883
|
14
$869
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.2% |
$1.69K - $1.77K
|
14.3K
$886K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-120- 1.92% |
$7.23K - $7.57K
|
6.13K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 65.25% |
$66.6K - $69.8K
|
2.8K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
776+ 23.85% |
$46.7K - $49K
|
4.03K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
238New |
$14.3K - $15K
|
238
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 37.72% |
$6.49M - $6.8M
|
393K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.35% |
$1.33K - $1.39K
|
6.31K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.9K- 28.3% |
$960K - $1M
|
40.4K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 16.06% |
$471K - $493K
|
56.5K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.17K- 47.04% |
$70.5K - $73.8K
|
1.32K
$81.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.16% |
$783 - $820
|
8.06K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-745- 8.84% |
$44.9K - $47K
|
7.68K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21.8K- 37.98% |
$1.32M - $1.38M
|
35.7K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-104- 1.92% |
$6.26K - $6.56K
|
5.31K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13New |
$783 - $820
|
13
$807
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3New |
$181 - $189
|
3
$186
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.41K- 40.03% |
$205K - $215K
|
5.11K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$482 - $505
|
3.18K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.5K- 3.17% |
$211K - $221K
|
107K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$630K - $660K
|
10.5K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41KNew |
$205K - $215K
|
3.41K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42K+ 2.72% |
$85.7K - $89.8K
|
53.7K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.5K+ 85.56% |
$2.32M - $2.43M
|
83.5K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.23K- 1.68% |
$134K - $141K
|
130K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.22K- 15.27% |
$73.3K - $76.7K
|
6.75K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
363+ 1.0% |
$21.9K - $22.9K
|
36.6K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.58K+ 12.77% |
$457K - $478K
|
66.9K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-920- 6.21% |
$55.4K - $58K
|
13.9K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-614- 13.97% |
$37K - $38.7K
|
3.78K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
958+ 21.85% |
$57.7K - $60.4K
|
5.34K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.41% |
$241 - $252
|
987
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.52K- 3.55% |
$91.7K - $96.1K
|
41.3K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.67K- 2.53% |
$161K - $168K
|
103K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 12.09% |
$90.4K - $94.7K
|
10.9K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 30.48% |
$613K - $642K
|
43.6K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183+ 11.17% |
$11K - $11.5K
|
1.82K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.38K+ 5.35% |
$445K - $465K
|
145K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$482 - $505
|
2.21K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.76K- 5.16% |
$226K - $237K
|
69.1K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.99K - $2.08K
|
33
$2.05K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 10.47% |
$2.41K - $2.52K
|
422
$26.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59K+ 1106.94% |
$96K - $101K
|
1.74K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 6.81% |
$2.27M - $2.38M
|
592K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
452+ 10.75% |
$27.2K - $28.5K
|
4.66K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 8.46% |
$754K - $790K
|
160K
$9.95M
|