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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.05KNew |
$62.4K - $66.4K
|
1.05K
$69.4K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37- 2.81% |
$2.2K - $2.34K
|
1.28K
$84.6K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.13% |
$357 - $379
|
4.66K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278New |
$16.5K - $17.6K
|
278
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
291New |
$17.3K - $18.4K
|
291
$19.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
360New |
$21.4K - $22.8K
|
360
$23.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
133New |
$7.9K - $8.41K
|
133
$8.79K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.4K- 98.35% |
$680K - $724K
|
192
$12.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$6.3K - $6.7K
|
106
$7.01K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-119- 3.34% |
$7.17K - $7.51K
|
3.44K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3New |
$181 - $189
|
3
$198
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13New |
$783 - $820
|
13
$859
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183+ 11.17% |
$11K - $11.5K
|
1.82K
$120K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.99K - $2.08K
|
33
$2.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.97KNew |
$239K - $250K
|
3.97K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.15KNew |
$370K - $388K
|
6.15K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$663 - $694
|
11
$727
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$174K - $182K
|
2.89K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$82.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$663 - $694
|
11
$727
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$3.11K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$13.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.64K - $6.14K
|
100
$6.61K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$245K - $267K
|
4.35K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
394New |
$22.2K - $24.2K
|
394
$26K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$45.1K - $49.1K
|
800
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$226K - $246K
|
4.01K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
508New |
$28.6K - $31.2K
|
508
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
192KNew |
$10.8M - $11.8M
|
192K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7New |
$395 - $429
|
7
$463
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.01KNew |
$226K - $246K
|
4.01K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
24New |
$1.35K - $1.47K
|
24
$1.59K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25- 0.62% |
$1.41K - $1.53K
|
4.04K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
153KNew |
$8.63M - $9.39M
|
153K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.91K+ 9.67% |
$108K - $117K
|
21.7K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.3K- 10.82% |
$73.4K - $79.9K
|
10.7K
$709K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.9K+ 4.59% |
$220K - $239K
|
88.8K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$744K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27+ 7.5% |
$1.52K - $1.66K
|
387
$25.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$259K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$4.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
740+ 6.56% |
$39.8K - $42.5K
|
12K
$794K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.55KNew |
$190K - $204K
|
3.55K
$234K
|
|