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 |
---|---|---|---|---|---|---|---|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-119- 3.34% |
$7.17K - $7.51K
|
3.44K
$226K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$652K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$218K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$226K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$739K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.3K- 10.82% |
$73.4K - $79.9K
|
10.7K
$705K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800- 13.22% |
$45.1K - $49.1K
|
5.25K
$345K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$261K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$257K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25- 0.62% |
$1.41K - $1.53K
|
4.04K
$265K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$4.27K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.36K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35.1K- 90.18% |
$1.84M - $1.97M
|
3.82K
$251K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179- 4.35% |
$9.38K - $10.1K
|
3.94K
$259K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-239K- 98.11% |
$11.4M - $12.7M
|
4.59K
$302K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 59.91% |
$482K - $538K
|
6.78K
$446K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 21.31% |
$241K - $269K
|
18.7K
$1.23M
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$197
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$197
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.8K- 14.6% |
$935K - $996K
|
122K
$8M
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.89K- 8.0% |
$79.5K - $91.2K
|
21.7K
$1.42M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-378- 7.37% |
$15.9K - $18.3K
|
4.75K
$312K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.33K- 7.17% |
$97.7K - $114K
|
30.1K
$1.98M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-350- 1.78% |
$14.7K - $17.2K
|
19.3K
$1.27M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-135Closed |
$5.67K - $6.63K
|
0
$0
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-98- 52.13% |
$4.12K - $4.81K
|
90
$5.91K
|
|
Q2 2022 | |||||||
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-550Closed |
$23.5K - $27.7K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.6KClosed |
$493K - $553K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$70.5K - $79.1K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-800Closed |
$37.1K - $41.6K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-724- 69.02% |
$33.6K - $37.7K
|
325
$21.3K
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.23KClosed |
$106K - $117K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 50.0% |
$11.9K - $13.1K
|
250
$16.4K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-81Closed |
$3.85K - $4.26K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-6.3KClosed |
$299K - $316K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1K- 33.33% |
$47.5K - $50.2K
|
2K
$131K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.23KClosed |
$276K - $294K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92KClosed |
$84.9K - $90.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688Closed |
$30.5K - $32.4K
|
0
$0
|
|
Q1 2021 | |||||||
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.61KClosed |
$316K - $336K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.75KClosed |
$197K - $210K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-400Closed |
$16.6K - $17.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-58Closed |
$2.41K - $2.56K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-39Closed |
$1.62K - $1.72K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.21KClosed |
$199K - $223K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-54Closed |
$2.06K - $2.31K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9KClosed |
$768K - $865K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.31KClosed |
$232K - $261K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 27, 2020
Q2 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-341KClosed |
$10.2M - $13.1M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-268KClosed |
$8M - $10.3M
|
0
$0
|