Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-70.7K- 94.39% |
$3.99M - $4.34M
|
4.21K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.9K- 34.07% |
$3.21M - $3.49M
|
110K
$6.75M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40.2K- 27.64% |
$2.27M - $2.47M
|
105K
$6.45M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.1K- 11.45% |
$2.03M - $2.21M
|
279K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 21.31% |
$798K - $868K
|
52.3K
$3.2M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 12.34% |
$578K - $629K
|
72.8K
$4.46M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.41K- 1.71% |
$305K - $332K
|
312K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.26K- 10.93% |
$296K - $322K
|
42.8K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 1.78% |
$291K - $317K
|
286K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.69K- 3.04% |
$208K - $227K
|
118K
$7.23M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 13.27% |
$185K - $202K
|
21.5K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$690K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.3K- 10.82% |
$73.4K - $79.9K
|
10.7K
$658K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 0.96% |
$72.6K - $79K
|
133K
$8.12M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.16K- 13.09% |
$65.6K - $71.4K
|
7.73K
$474K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.01K- 5.91% |
$56.7K - $61.7K
|
16K
$982K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800- 13.22% |
$45.1K - $49.1K
|
5.25K
$322K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$243K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-638- 82.64% |
$36K - $39.1K
|
134
$8.21K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-592- 25.89% |
$33.4K - $36.3K
|
1.7K
$104K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-412- 0.91% |
$23.2K - $25.3K
|
44.9K
$2.75M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-369- 2.89% |
$20.8K - $22.6K
|
12.4K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-245- 0.89% |
$13.8K - $15K
|
27.3K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-241- 0.66% |
$13.6K - $14.8K
|
36.2K
$2.22M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-202- 5.73% |
$11.4K - $12.4K
|
3.32K
$204K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-190- 0.16% |
$10.7K - $11.7K
|
116K
$7.1M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$240K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-121- 0.25% |
$6.82K - $7.42K
|
48.7K
$2.98M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-113- 1.59% |
$6.37K - $6.93K
|
7.02K
$430K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 1.42% |
$5.53K - $6.01K
|
6.8K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81- 1.0% |
$4.57K - $4.97K
|
8.05K
$493K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-78- 1.46% |
$4.4K - $4.79K
|
5.26K
$323K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 0.98% |
$3.5K - $3.8K
|
6.25K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33- 0.37% |
$1.86K - $2.02K
|
8.83K
$541K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32- 18.18% |
$1.8K - $1.96K
|
144
$8.83K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26- 0.4% |
$1.47K - $1.6K
|
6.55K
$401K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25- 0.62% |
$1.41K - $1.53K
|
4.04K
$247K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$3.98K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.19K- 17.71% |
$171K - $183K
|
14.8K
$908K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-338- 97.13% |
$18.2K - $19.4K
|
10
$613
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.21K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35.1K- 90.18% |
$1.84M - $1.97M
|
3.82K
$234K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 86.2% |
$20K - $21.4K
|
61
$3.74K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179- 4.35% |
$9.38K - $10.1K
|
3.94K
$241K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-160- 1.58% |
$8.39K - $8.99K
|
9.94K
$609K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 1.22% |
$1.99K - $2.13K
|
3.07K
$188K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-239K- 98.11% |
$11.4M - $12.7M
|
4.59K
$282K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 59.91% |
$482K - $538K
|
6.78K
$416K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 21.31% |
$241K - $269K
|
18.7K
$1.15M
|