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 138 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
14,250
shares
|
$886,207
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
13,429
shares
|
$835,149
0.03% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,420
shares
|
$772,399
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,253
shares
|
$699,824
0.0% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,732
shares
|
$667,423
0.02% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
10,347
shares
|
$643,479
0.29% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,298
shares
|
$640,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,166
shares
|
$632,223
0.0% of portfolio
|
Q3 2024
Added 30.17%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
9,943
shares
|
$618,355
0.35% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,001
shares
|
$559,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,831
shares
|
$549,199
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,516
shares
|
$529,610
0.0% of portfolio
|
Q3 2024
Added 120.97%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,427
shares
|
$524,075
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,170
shares
|
$508,092
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,048
shares
|
$500,505
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,963
shares
|
$495,218
0.01% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,729
shares
|
$480,666
0.0% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,015
shares
|
$436,262
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,804
shares
|
$423,140
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,548
shares
|
$407,220
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,408
shares
|
$398,513
0.04% of portfolio
|
Q3 2024
Added 43.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,327
shares
|
$393,476
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,246
shares
|
$388,438
0.04% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,107
shares
|
$379,794
0.0% of portfolio
|
Q3 2024
Added 35.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,890
shares
|
$366,299
0.03% of portfolio
|
Q3 2024
Added 1.01%
|