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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.3K+ 49.47% |
$3.17M - $3.66M
|
176K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 9.54% |
$2.1M - $2.43M
|
444K
$28.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
38.6K+ 91.48% |
$2.1M - $2.43M
|
80.8K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.4K+ 159.61% |
$1.66M - $1.91M
|
49.5K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.6K+ 7.32% |
$1.29M - $1.48M
|
346K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.8KNew |
$1.19M - $1.37M
|
21.8K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.5KNew |
$789K - $910K
|
14.5K
$932K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
11.1K+ 17.87% |
$605K - $698K
|
73.3K
$4.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
11KNew |
$599K - $691K
|
11K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.4K+ 2350.68% |
$568K - $655K
|
10.9K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
9.41K+ 3.08% |
$512K - $591K
|
315K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.48K+ 12.88% |
$462K - $533K
|
74.4K
$4.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.78KNew |
$423K - $489K
|
7.78K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.58KNew |
$413K - $476K
|
7.58K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.29K+ 2.56% |
$234K - $270K
|
172K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46KNew |
$188K - $217K
|
3.46K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.36KNew |
$183K - $211K
|
3.36K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.33KNew |
$181K - $209K
|
3.33K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 88.9% |
$154K - $178K
|
6.02K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 4.39% |
$114K - $131K
|
49.6K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 14.84% |
$111K - $128K
|
15.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.89K+ 1.84% |
$103K - $119K
|
105K
$6.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.77K+ 494.96% |
$96.2K - $111K
|
2.12K
$137K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 6.3% |
$84.2K - $97.1K
|
26.1K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.25K+ 109.02% |
$67.8K - $78.2K
|
2.39K
$154K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.1K+ 5.94% |
$60.1K - $69.3K
|
19.7K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07KNew |
$58.3K - $67.3K
|
1.07K
$68.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
925+ 16.28% |
$50.4K - $58.1K
|
6.61K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
919New |
$50K - $57.7K
|
919
$59.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
816+ 10.51% |
$44.4K - $51.2K
|
8.58K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
772New |
$42K - $48.5K
|
772
$49.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
722New |
$39.3K - $45.3K
|
722
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
692+ 4.82% |
$37.7K - $43.5K
|
15K
$967K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
682+ 0.29% |
$37.1K - $42.8K
|
236K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
650+ 8.52% |
$35.4K - $40.8K
|
8.28K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
634+ 1.9% |
$34.5K - $39.8K
|
34K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
529New |
$28.8K - $33.2K
|
529
$34K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
515+ 6.66% |
$28K - $32.3K
|
8.25K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
490+ 233.33% |
$26.7K - $30.8K
|
700
$45K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
468+ 6.06% |
$25.5K - $29.4K
|
8.2K
$527K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
443+ 14.44% |
$24.1K - $27.8K
|
3.51K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
407+ 2.97% |
$22.2K - $25.6K
|
14.1K
$909K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
387New |
$21.1K - $24.3K
|
387
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
374New |
$20.4K - $23.5K
|
374
$24.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
291New |
$15.8K - $18.3K
|
291
$18.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
267+ 8.04% |
$14.5K - $16.8K
|
3.59K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
256+ 2.88% |
$13.9K - $16.1K
|
9.16K
$589K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
193New |
$10.5K - $12.1K
|
193
$12.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134+ 1.08% |
$7.29K - $8.42K
|
12.5K
$804K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95+ 197.92% |
$5.17K - $5.97K
|
143
$9.2K
|