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 $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
78,962
shares
|
$4.8 Million
0.0% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
75,483
shares
|
$4.59 Million
0.04% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
74,421
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 1088.07%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
65,871
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 282.15%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
62,171
shares
|
$3.78 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
47,556
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,435
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,312
shares
|
$2.69 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
42,786
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
42,217
shares
|
$2.57 Million
0.05% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
36,571
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
34,159
shares
|
$2.08 Million
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
33,319
shares
|
$2.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
31,972
shares
|
$1.94 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.83 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
28,680
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
27,700
shares
|
$1.68 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
24,549
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
23,964
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
22,710
shares
|
$1.38 Million
1.2% of portfolio
|
Q2 2021
Added 96.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,361
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
19,768
shares
|
$1.2 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
19,050
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|