Latest Institutional Purchases of Fidelity Covington Tr Low Vola (FDLO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Low Vola (FDLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1K+ 17.87% |
$605K - $698K
|
73.3K
$4.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.78KNew |
$423K - $489K
|
7.78K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.58KNew |
$413K - $476K
|
7.58K
$482K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.77K+ 494.96% |
$96.2K - $111K
|
2.12K
$135K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
529New |
$28.8K - $33.2K
|
529
$33.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
407+ 2.97% |
$22.2K - $25.6K
|
14.1K
$899K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
374New |
$20.4K - $23.5K
|
374
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
256+ 2.88% |
$13.9K - $16.1K
|
9.16K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
94+ 0.34% |
$5.12K - $5.9K
|
27.8K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 19.45% |
$3.87K - $4.46K
|
436
$27.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$3.81K - $4.4K
|
70
$4.46K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17+ 0.36% |
$925 - $1.07K
|
4.73K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$327 - $377
|
6
$382
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3+ 0.05% |
$163 - $188
|
6.37K
$406K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.2K+ 1088.07% |
$4.05M - $4.31M
|
74.4K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.2K+ 104.74% |
$3.34M - $3.55M
|
110K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48.6K+ 282.15% |
$2.89M - $3.07M
|
65.9K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 17.46% |
$1.74M - $1.85M
|
197K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 15.59% |
$1.35M - $1.43M
|
168K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.3K+ 3.26% |
$1.15M - $1.22M
|
612K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$1.13M - $1.2M
|
19.1K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
16.6K+ 5.76% |
$989K - $1.05M
|
305K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 14.99% |
$913K - $972K
|
118K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$852K - $907K
|
14.3K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 2.92% |
$683K - $727K
|
405K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.1KNew |
$657K - $699K
|
11.1K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$647K - $688K
|
10.9K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2K+ 12.22% |
$606K - $645K
|
93.7K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.91K+ 14.35% |
$589K - $626K
|
79K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
9.83K+ 30.35% |
$584K - $621K
|
42.2K
$2.69M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.62KNew |
$513K - $545K
|
8.62K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.54K+ 12.75% |
$507K - $540K
|
75.5K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.29K+ 0.97% |
$433K - $461K
|
756K
$48.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.34K+ 87.14% |
$317K - $337K
|
11.5K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.02K+ 179.29% |
$298K - $317K
|
7.82K
$498K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.96KNew |
$295K - $314K
|
4.96K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.72K+ 156.26% |
$280K - $298K
|
7.73K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.43K+ 109.93% |
$263K - $280K
|
8.46K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.32K+ 126.96% |
$257K - $273K
|
7.73K
$492K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.18K+ 20.53% |
$248K - $264K
|
24.5K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.11K+ 9.95% |
$244K - $260K
|
45.4K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.98K+ 77.95% |
$237K - $252K
|
9.09K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96K+ 9.09% |
$236K - $251K
|
47.6K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$197K - $210K
|
3.32K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.3K+ 48.87% |
$196K - $208K
|
10K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 2.05% |
$195K - $208K
|
164K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02K+ 26.3% |
$120K - $128K
|
9.7K
$618K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.89K+ 24.2% |
$112K - $119K
|
9.7K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.05KNew |
$62.4K - $66.4K
|
1.05K
$66.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
985+ 0.92% |
$58.5K - $62.3K
|
108K
$6.85M
|
|