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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
64.9K+ 217.72% |
$3.86M - $4.1M
|
94.7K
$5.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.9KNew |
$647K - $688K
|
10.9K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$529K - $563K
|
8.9K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.34K+ 87.14% |
$317K - $337K
|
11.5K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.89K+ 24.2% |
$112K - $119K
|
9.7K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
231+ 1.71% |
$13.7K - $14.6K
|
13.7K
$806K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
186+ 108.77% |
$11.1K - $11.8K
|
357
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$6.3K - $6.7K
|
106
$6.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 0.3% |
$3.8K - $4.05K
|
21.4K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
42+ 1.21% |
$2.5K - $2.66K
|
3.52K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.4% |
$1.19K - $1.26K
|
5.04K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
8+ 0.21% |
$475 - $506
|
3.81K
$224K
|
|
| Q4 2024 | |||||||
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
289KNew |
$17.4M - $18.2M
|
289K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 37.72% |
$6.49M - $6.8M
|
393K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102KNew |
$6.15M - $6.44M
|
102K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.5K+ 85.56% |
$2.32M - $2.43M
|
83.5K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 6.81% |
$2.27M - $2.38M
|
592K
$34.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
27.7KNew |
$1.67M - $1.75M
|
27.7K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 3.24% |
$1.41M - $1.48M
|
748K
$44M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
19.8KNew |
$1.19M - $1.25M
|
19.8K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
18.2KNew |
$1.1M - $1.15M
|
18.2K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 5.36% |
$1.01M - $1.05M
|
328K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
14.6K+ 81.92% |
$879K - $920K
|
32.4K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 8.46% |
$754K - $790K
|
160K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$630K - $660K
|
10.5K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 30.48% |
$613K - $642K
|
43.6K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 97.79% |
$607K - $635K
|
20.4K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 5.67% |
$543K - $569K
|
168K
$9.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.24K+ 91.5% |
$496K - $520K
|
17.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.58K+ 12.77% |
$457K - $478K
|
66.9K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.38K+ 5.35% |
$445K - $465K
|
145K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.15KNew |
$370K - $388K
|
6.15K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.97KNew |
$239K - $250K
|
3.97K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.71K+ 42.01% |
$223K - $234K
|
12.5K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41KNew |
$205K - $215K
|
3.41K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$174K - $182K
|
2.89K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 2005.88% |
$123K - $129K
|
2.15K
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59K+ 1106.94% |
$96K - $101K
|
1.74K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.58K+ 25.79% |
$94.9K - $99.4K
|
7.68K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42K+ 2.72% |
$85.7K - $89.8K
|
53.7K
$3.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$73.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 65.25% |
$66.6K - $69.8K
|
2.8K
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 16.46% |
$64.9K - $68K
|
7.63K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
958+ 21.85% |
$57.7K - $60.4K
|
5.34K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
885+ 1.05% |
$53.3K - $55.8K
|
85.1K
$5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
790+ 35.46% |
$47.6K - $49.8K
|
3.02K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
776+ 23.85% |
$46.7K - $49K
|
4.03K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
452+ 10.75% |
$27.2K - $28.5K
|
4.66K
$274K
|
|