Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
755,697
shares
|
$46.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
611,643
shares
|
$37.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
512,684
shares
|
$31.5 Million
1.55% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
404,891
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
322,675
shares
|
$19.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
305,328
shares
|
$18.8 Million
21.29% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
255,706
shares
|
$15.7 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
235,527
shares
|
$14.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
234,546
shares
|
$14.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
197,160
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
167,954
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
163,684
shares
|
$10.1 Million
3.26% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
153,362
shares
|
$9.43 Million
0.02% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
127,895
shares
|
$7.87 Million
2.33% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
125,840
shares
|
$7.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
121,834
shares
|
$7.49 Million
2.9% of portfolio
|
Q1 2023
Reduced 14.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
117,894
shares
|
$7.25 Million
0.04% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
111,638
shares
|
$6.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
109,915
shares
|
$6.76 Million
0.0% of portfolio
|
Q1 2025
Added 104.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
107,671
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
102,697
shares
|
$6.32 Million
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
93,700
shares
|
$5.76 Million
0.01% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,844
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
84,548
shares
|
$5.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
83,854
shares
|
$5.16 Million
1.03% of portfolio
|
Q1 2025
Reduced 56.94%
|