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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,823
shares
|
$475,325
0.0% of portfolio
|
Q1 2025
Added 179.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,765
shares
|
$471,801
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,734
shares
|
$469,917
0.01% of portfolio
|
Q1 2025
Added 156.26%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,728
shares
|
$469,553
0.0% of portfolio
|
Q1 2025
Added 126.96%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,666
shares
|
$465,786
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,629
shares
|
$463,538
0.02% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
6,371
shares
|
$387,101
0.04% of portfolio
|
Q1 2025
Reduced 93.27%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,305
shares
|
$383,091
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
6,150
shares
|
$373,674
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,994
shares
|
$364,195
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,682
shares
|
$345,238
0.0% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
5,588
shares
|
$339,526
0.22% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
5,491
shares
|
$333,633
0.14% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
5,250
shares
|
$318,990
0.15% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,169
shares
|
$314,068
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,038
shares
|
$306,108
0.07% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,960
shares
|
$301,369
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,946
shares
|
$300,518
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,893
shares
|
$297,298
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
4,710
shares
|
$286,179
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
4,663
shares
|
$283,323
0.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,283
shares
|
$260,235
0.0% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$259,627
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,143
shares
|
$251,728
0.0% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
3,912
shares
|
$237,693
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|