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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
772New |
$42K - $48.5K
|
772
$50.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 88.9% |
$154K - $178K
|
6.02K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-980- 16.35% |
$53.4K - $61.5K
|
5.01K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78- 37.5% |
$4.25K - $4.9K
|
130
$8.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-869- 2.44% |
$47.3K - $54.6K
|
34.8K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 76.0% |
$1.03K - $1.19K
|
44
$2.89K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 12.88% |
$462K - $533K
|
74.4K
$4.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
11KNew |
$599K - $691K
|
11K
$723K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
35+ 0.41% |
$1.91K - $2.2K
|
8.49K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134+ 1.08% |
$7.29K - $8.42K
|
12.5K
$822K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 2.56% |
$234K - $270K
|
172K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
468+ 6.06% |
$25.5K - $29.4K
|
8.2K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
9.41K+ 3.08% |
$512K - $591K
|
315K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46KNew |
$188K - $217K
|
3.46K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
919New |
$50K - $57.7K
|
919
$60.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30.8K- 67.79% |
$1.68M - $1.93M
|
14.6K
$961K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 6.3% |
$84.2K - $97.1K
|
26.1K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.05% |
$163 - $188
|
5.49K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-132- 64.08% |
$7.19K - $8.29K
|
74
$4.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
291New |
$15.8K - $18.3K
|
291
$19.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.91K- 6.5% |
$267K - $308K
|
70.6K
$4.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.1K+ 5.94% |
$60.1K - $69.3K
|
19.7K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.45K- 1.12% |
$460K - $531K
|
747K
$49.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 0.14% |
$1.09K - $1.26K
|
14.8K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.22K- 12.46% |
$66.2K - $76.4K
|
8.54K
$561K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
650+ 8.52% |
$35.4K - $40.8K
|
8.28K
$544K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.33KNew |
$181K - $209K
|
3.33K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95+ 197.92% |
$5.17K - $5.97K
|
143
$9.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$436 - $502
|
3.52K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
38.6K+ 91.48% |
$2.1M - $2.43M
|
80.8K
$5.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.6K- 9.25% |
$3.08M - $3.55M
|
555K
$36.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24+ 0.24% |
$1.31K - $1.51K
|
10.1K
$661K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 3.81% |
$88.8K - $102K
|
41.2K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-29- 0.3% |
$1.58K - $1.82K
|
9.67K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
515+ 6.66% |
$28K - $32.3K
|
8.25K
$542K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
816+ 10.51% |
$44.4K - $51.2K
|
8.58K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.26K- 7.41% |
$341K - $393K
|
78.3K
$5.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.5KNew |
$789K - $910K
|
14.5K
$952K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
722New |
$39.3K - $45.3K
|
722
$47.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.12K- 92.1% |
$60.9K - $70.3K
|
96
$6.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.38% |
$1.03K - $1.19K
|
5.06K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-289- 5.91% |
$15.7K - $18.1K
|
4.6K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
490+ 233.33% |
$26.7K - $30.8K
|
700
$46K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
193New |
$10.5K - $12.1K
|
193
$12.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-841- 8.67% |
$45.8K - $52.8K
|
8.86K
$582K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 14.84% |
$111K - $128K
|
15.8K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-9.45K- 7.39% |
$514K - $593K
|
118K
$7.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07KNew |
$58.3K - $67.3K
|
1.07K
$70.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 2.02% |
$3.87K - $4.46K
|
3.59K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 14.44% |
$24.1K - $27.8K
|
3.51K
$231K
|