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 168 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
747,249
shares
|
$48.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
555,092
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
512,684
shares
|
$33 Million
1.55% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
443,513
shares
|
$28.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
346,284
shares
|
$22.3 Million
0.11% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
314,733
shares
|
$20.2 Million
19.46% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
236,209
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
227,641
shares
|
$14.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
177,522
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
176,211
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Added 49.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
172,247
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
163,684
shares
|
$10.5 Million
3.26% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
130,449
shares
|
$8.39 Million
0.44% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
121,834
shares
|
$7.84 Million
2.9% of portfolio
|
Q1 2023
Reduced 14.6%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
118,446
shares
|
$7.62 Million
2.87% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
115,900
shares
|
$7.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
104,585
shares
|
$6.73 Million
0.0% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,844
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
80,838
shares
|
$5.2 Million
0.06% of portfolio
|
Q2 2025
Added 91.48%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
79,114
shares
|
$5.09 Million
0.88% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
78,962
shares
|
$5.08 Million
0.0% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
78,286
shares
|
$5.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
77,179
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
74,355
shares
|
$4.78 Million
0.08% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
73,927
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|