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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
18,584
shares
|
$1.13 Million
0.31% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,730
shares
|
$894,994
0.19% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,342
shares
|
$871,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,280
shares
|
$867,652
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
13,738
shares
|
$834,720
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
13,721
shares
|
$833,687
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,375
shares
|
$751,905
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,639
shares
|
$707,185
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,464
shares
|
$696,552
0.07% of portfolio
|
Q1 2025
Added 87.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,253
shares
|
$683,732
0.0% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,129
shares
|
$676,198
0.01% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,055
shares
|
$671,701
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
10,880
shares
|
$661,068
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,489
shares
|
$637,311
0.0% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,044
shares
|
$610,273
0.01% of portfolio
|
Q1 2025
Added 48.87%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
9,933
shares
|
$603,529
0.36% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,831
shares
|
$597,331
0.02% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
9,758
shares
|
$592,896
0.19% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,702
shares
|
$589,493
0.01% of portfolio
|
Q1 2025
Added 26.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
9,695
shares
|
$589,068
0.03% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,088
shares
|
$552,186
0.0% of portfolio
|
Q1 2025
Added 77.95%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
8,901
shares
|
$540,824
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
8,624
shares
|
$523,994
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
8,458
shares
|
$513,908
0.44% of portfolio
|
Q1 2025
Added 109.93%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,075
shares
|
$490,637
0.01% of portfolio
|
Q1 2025
Added 0.17%
|