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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.9K- 39.89% |
$5.18M - $5.55M
|
149K
$8.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.8K- 6.93% |
$2.61M - $2.8M
|
668K
$38.1M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35.1K- 90.18% |
$1.84M - $1.97M
|
3.82K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.2K- 49.55% |
$1.79M - $1.92M
|
34.8K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 10.44% |
$885K - $948K
|
145K
$8.26M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 35.76% |
$785K - $841K
|
26.9K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.7K- 9.6% |
$768K - $823K
|
138K
$7.87M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.32K- 2.39% |
$436K - $467K
|
340K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.44K- 1.99% |
$338K - $362K
|
317K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.04K- 34.44% |
$264K - $283K
|
9.58K
$547K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.75K- 31.35% |
$196K - $210K
|
8.2K
$468K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.59K- 7.43% |
$188K - $202K
|
44.7K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.52K- 13.06% |
$185K - $198K
|
23.4K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.76K- 1.3% |
$145K - $155K
|
211K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.57K- 1.49% |
$134K - $144K
|
170K
$9.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.47K- 11.4% |
$129K - $138K
|
19.2K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.2K- 36.75% |
$115K - $123K
|
3.78K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.85K- 32.34% |
$96.8K - $104K
|
3.87K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 25.21% |
$74.7K - $80.1K
|
4.23K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 5.29% |
$52.7K - $56.5K
|
18K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-808- 0.92% |
$42.4K - $45.4K
|
87.4K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-738- 2.61% |
$38.7K - $41.5K
|
27.6K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-577- 0.12% |
$30.3K - $32.4K
|
486K
$27.7M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-499- 7.74% |
$26.2K - $28K
|
5.95K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 86.2% |
$20K - $21.4K
|
61
$3.48K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-273- 2.36% |
$14.3K - $15.3K
|
11.3K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-261- 4.68% |
$13.7K - $14.7K
|
5.31K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-206- 0.23% |
$10.8K - $11.6K
|
89.5K
$5.11M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179- 4.35% |
$9.38K - $10.1K
|
3.94K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-177- 2.63% |
$9.28K - $9.94K
|
6.54K
$373K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-160- 1.58% |
$8.39K - $8.99K
|
9.94K
$567K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-75- 1.39% |
$3.93K - $4.21K
|
5.33K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-74- 1.12% |
$3.88K - $4.16K
|
6.52K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-63- 12.12% |
$3.3K - $3.54K
|
457
$26.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19Closed |
$996 - $1.07K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-18- 0.04% |
$944 - $1.01K
|
45.5K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2- 0.05% |
$105 - $112
|
4.21K
$240K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-239K- 98.11% |
$11.4M - $12.7M
|
4.59K
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 59.91% |
$482K - $538K
|
6.78K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 21.31% |
$241K - $269K
|
18.7K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-312- 44.96% |
$14.8K - $16.6K
|
382
$21.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-46- 0.77% |
$2.19K - $2.44K
|
5.89K
$336K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$171
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$171
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-32- 13.79% |
$1.52K - $1.6K
|
200
$11.4K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.8K- 14.6% |
$935K - $996K
|
122K
$6.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-777- 99.87% |
$34.9K - $37.1K
|
1
$57
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.89K- 8.0% |
$83.9K - $91.2K
|
21.7K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-521- 1.85% |
$23.2K - $25.2K
|
27.6K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-378- 7.37% |
$16.8K - $18.3K
|
4.75K
$271K
|
|