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 |
|---|---|---|---|---|---|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
5,409
shares
|
$336,385
0.23% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,264
shares
|
$327,368
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,250
shares
|
$326,497
0.16% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
5,169
shares
|
$321,460
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
5,000
shares
|
$310,950
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
4,921
shares
|
$306,036
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,394
shares
|
$273,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,385
shares
|
$272,703
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$270,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$265,737
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,205
shares
|
$261,508
0.16% of portfolio
|
Q3 2024
Reduced 94.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,037
shares
|
$251,061
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
4,007
shares
|
$249,195
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$249,195
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$246,894
0.0% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,936
shares
|
$244,779
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,912
shares
|
$243,287
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
3,791
shares
|
$235,762
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,680
shares
|
$228,859
0.0% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,546
shares
|
$220,525
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,494
shares
|
$217,291
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,473
shares
|
$215,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,442
shares
|
$214,057
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,434
shares
|
$213,560
0.11% of portfolio
|
Q3 2024
Reduced 56.7%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,324
shares
|
$206,719
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|