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 148 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
748,404
shares
|
$47.3 Million
0.07% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
592,338
shares
|
$37.4 Million
0.01% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
512,684
shares
|
$32.4 Million
1.55% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
393,395
shares
|
$24.9 Million
0.0% of portfolio
|
Q4 2024
Added 37.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
328,463
shares
|
$20.8 Million
0.12% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
266,044
shares
|
$16.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
263,690
shares
|
$16.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
261,960
shares
|
$16.6 Million
0.57% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
194,733
shares
|
$12.3 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
167,858
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
162,781
shares
|
$10.3 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
160,400
shares
|
$10.1 Million
3.35% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
145,301
shares
|
$9.19 Million
0.02% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
130,281
shares
|
$8.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
121,834
shares
|
$7.7 Million
2.9% of portfolio
|
Q1 2023
Reduced 14.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
113,955
shares
|
$7.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
111,638
shares
|
$7.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
106,686
shares
|
$6.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
102,526
shares
|
$6.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
102,094
shares
|
$6.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,844
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
85,103
shares
|
$5.38 Million
0.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
83,500
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2024
Added 85.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
69,054
shares
|
$4.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
66,948
shares
|
$4.23 Million
0.04% of portfolio
|
Q4 2024
Added 12.77%
|