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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
711+ 10.28% |
$42.3K - $44.9K
|
7.63K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
603+ 16.39% |
$35.8K - $38.1K
|
4.28K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
603+ 0.59% |
$35.8K - $38.1K
|
103K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
379+ 1.34% |
$22.5K - $24K
|
28.7K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
363+ 9.6% |
$21.6K - $22.9K
|
4.14K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
360New |
$21.4K - $22.8K
|
360
$22.9K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
355+ 1.95% |
$21.1K - $22.4K
|
18.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
339+ 6.34% |
$20.1K - $21.4K
|
5.68K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
291New |
$17.3K - $18.4K
|
291
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
283+ 5.33% |
$16.8K - $17.9K
|
5.59K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278New |
$16.5K - $17.6K
|
278
$17.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
208+ 3.59% |
$12.4K - $13.1K
|
5.99K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 338.3% |
$9.45K - $10.1K
|
206
$13.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
139+ 1.82% |
$8.26K - $8.79K
|
7.77K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
133New |
$7.9K - $8.41K
|
133
$8.47K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
119+ 3.46% |
$7.07K - $7.52K
|
3.56K
$227K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106New |
$6.3K - $6.7K
|
106
$6.75K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55New |
$3.27K - $3.48K
|
55
$3.5K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51+ 0.15% |
$3.03K - $3.22K
|
34.2K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
48New |
$2.85K - $3.03K
|
48
$3.06K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
42+ 1.21% |
$2.5K - $2.66K
|
3.52K
$224K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22+ 5.21% |
$1.31K - $1.39K
|
444
$28.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.4% |
$1.19K - $1.26K
|
5.04K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.17% |
$832 - $885
|
8.08K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10+ 5.0% |
$594 - $632
|
210
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.41% |
$535 - $569
|
2.22K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$475 - $506
|
3.19K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$475 - $506
|
3.51K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.39% |
$416 - $443
|
1.81K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.13% |
$357 - $379
|
4.66K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6New |
$357 - $379
|
6
$382
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.41% |
$238 - $253
|
991
$63.1K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$119 - $126
|
14.3K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
19.8KNew |
$1.19M - $1.25M
|
19.8K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.15KNew |
$370K - $388K
|
6.15K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.97KNew |
$239K - $250K
|
3.97K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$174K - $182K
|
2.89K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 2005.88% |
$123K - $129K
|
2.15K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$79.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183+ 11.17% |
$11K - $11.5K
|
1.82K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137New |
$8.25K - $8.64K
|
137
$8.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$2.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33New |
$1.99K - $2.08K
|
33
$2.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$843 - $883
|
14
$891
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
13New |
$783 - $820
|
13
$827
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.08% |
$783 - $820
|
1.22K
$77.3K
|
|