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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 3.03% |
$8.98K - $9.4K
|
4.77K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.36% |
$1.08K - $1.14K
|
5.02K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
61+ 0.45% |
$3.67K - $3.85K
|
13.5K
$845K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$13K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 16.46% |
$64.9K - $68K
|
7.63K
$478K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$60.2 - $63.1
|
21.5K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.18% |
$422 - $442
|
3.8K
$238K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.31% |
$8.49K - $8.89K
|
44.7K
$2.8M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
60+ 0.2% |
$3.38K - $3.68K
|
30.1K
$1.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 0.98% |
$3.5K - $3.8K
|
6.25K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
277+ 8.14% |
$15.6K - $17K
|
3.68K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
394New |
$22.2K - $24.2K
|
394
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$245K - $267K
|
4.35K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.7K+ 41.69% |
$322K - $350K
|
19.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.64K - $6.14K
|
100
$6.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$1.39M - $1.51M
|
24.7K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-245- 0.89% |
$13.8K - $15K
|
27.3K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$45.1K - $49.1K
|
800
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
192KNew |
$10.8M - $11.8M
|
192K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$226K - $246K
|
4.01K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
508New |
$28.6K - $31.2K
|
508
$31.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$113 - $123
|
14.3K
$893K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.14KNew |
$177K - $193K
|
3.14K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800- 13.22% |
$45.1K - $49.1K
|
5.25K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7New |
$395 - $429
|
7
$439
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.01KNew |
$226K - $246K
|
4.01K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
24New |
$1.35K - $1.47K
|
24
$1.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25- 0.62% |
$1.41K - $1.53K
|
4.04K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
153KNew |
$8.63M - $9.39M
|
153K
$9.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.91K+ 9.67% |
$108K - $117K
|
21.7K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.3K- 10.82% |
$73.4K - $79.9K
|
10.7K
$672K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 9.94% |
$1.86K - $2.02K
|
365
$22.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
208New |
$11.7K - $12.8K
|
208
$13K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
47New |
$2.65K - $2.88K
|
47
$2.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$705K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.9K+ 4.59% |
$220K - $239K
|
88.8K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27+ 7.5% |
$1.52K - $1.66K
|
387
$24.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.44KNew |
$194K - $211K
|
3.44K
$216K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$4.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48+ 0.61% |
$2.58K - $2.76K
|
7.96K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
740+ 6.56% |
$39.8K - $42.5K
|
12K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.55KNew |
$190K - $204K
|
3.55K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
262New |
$14.1K - $15K
|
262
$16.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.43KNew |
$130K - $139K
|
2.43K
$152K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
573New |
$30.8K - $32.9K
|
573
$35.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
192New |
$10.3K - $11K
|
192
$12K
|
|