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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 5.0% |
$594 - $632
|
210
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
363+ 9.6% |
$21.6K - $22.9K
|
4.14K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 338.3% |
$9.45K - $10.1K
|
206
$13.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-34.9K- 21.43% |
$2.07M - $2.21M
|
128K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 3.26% |
$1.15M - $1.22M
|
612K
$38.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
139+ 1.82% |
$8.26K - $8.79K
|
7.77K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-400- 0.89% |
$23.8K - $25.3K
|
44.3K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-950- 6.06% |
$56.5K - $60.1K
|
14.7K
$938K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.89K+ 24.2% |
$112K - $119K
|
9.7K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.34K+ 87.14% |
$317K - $337K
|
11.5K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
42+ 1.21% |
$2.5K - $2.66K
|
3.52K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 24.26% |
$814K - $866K
|
42.8K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-751- 5.18% |
$44.6K - $47.5K
|
13.7K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-366- 6.96% |
$21.8K - $23.1K
|
4.89K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$647K - $688K
|
10.9K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.4K- 98.35% |
$680K - $724K
|
192
$12.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-209- 2.1% |
$12.4K - $13.2K
|
9.76K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.4% |
$1.19K - $1.26K
|
5.04K
$321K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$6.3K - $6.7K
|
106
$6.75K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 23.53% |
$2.17M - $2.28M
|
117K
$7.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$843 - $883
|
14
$891
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.9K- 28.3% |
$960K - $1M
|
40.4K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.35% |
$1.33K - $1.39K
|
6.31K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3New |
$181 - $189
|
3
$191
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13New |
$783 - $820
|
13
$827
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183+ 11.17% |
$11K - $11.5K
|
1.82K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.99K - $2.08K
|
33
$2.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
19.8KNew |
$1.19M - $1.25M
|
19.8K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$632K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.22K- 3.64% |
$254K - $266K
|
112K
$7.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.08% |
$783 - $820
|
1.22K
$77.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.97KNew |
$239K - $250K
|
3.97K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.15KNew |
$370K - $388K
|
6.15K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137New |
$8.25K - $8.64K
|
137
$8.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$663 - $694
|
11
$700
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$174K - $182K
|
2.89K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$79.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 2005.88% |
$123K - $129K
|
2.15K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 60.0% |
$361 - $378
|
16
$1.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$663 - $694
|
11
$700
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$2.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$13.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
394New |
$22.2K - $24.2K
|
394
$25.1K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$245K - $267K
|
4.35K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.64K - $6.14K
|
100
$6.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$45.1K - $49.1K
|
800
$50.9K
|
|