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 108 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
59,328
shares
|
$3.38 Million
0.05% of portfolio
|
Q1 2024
Added 4.14%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
56,747
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
49,840
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2024
Added 8.1%
|
|
Mechanics Bank Trust Department
|
Apr 12, 2024 Q1 2024 |
48,485
shares
|
$2.77 Million
0.4% of portfolio
|
Q1 2024
Added 0.16%
|
|
Absolute Capital Management, LLC
|
May 02, 2024 Q1 2024 |
47,494
shares
|
$2.71 Million
1.7% of portfolio
|
Q1 2024
Added 43.96%
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
45,476
shares
|
$2.59 Million
1.01% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
44,743
shares
|
$2.55 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
Personal Cfo Solutions, LLC
|
May 13, 2024 Q1 2024 |
38,480
shares
|
$2.19 Million
0.36% of portfolio
|
Q1 2024
Added 74.9%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
34,828
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2024
Reduced 49.55%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.72 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 07, 2024 Q1 2024 |
27,784
shares
|
$1.58 Million
0.55% of portfolio
|
Q1 2024
Added 6.39%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
27,591
shares
|
$1.57 Million
0.07% of portfolio
|
Q4 2022
Reduced 1.85%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
27,569
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
26,896
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.76%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
23,431
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
Sequent Asset Management, LLC
|
Apr 17, 2024 Q1 2024 |
22,710
shares
|
$1.3 Million
1.15% of portfolio
|
Q2 2021
Added 96.16%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
20,511
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 64.89%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
19,163
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
17,994
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
17,475
shares
|
$996,774
0.44% of portfolio
|
Q1 2024
Added 1.45%
|
|
Howard Capital Management Inc.
|
May 06, 2024 Q1 2024 |
16,122
shares
|
$919,598
0.12% of portfolio
|
Q1 2024
Added 25.0%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
14,245
shares
|
$812,534
0.02% of portfolio
|
Q1 2024
Added 0.01%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
14,175
shares
|
$808,542
0.19% of portfolio
|
Q1 2024
Added 17.1%
|