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 115 institutions that hold shares in the stock, with a total of 5.73 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
262
shares
|
$15,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
222
shares
|
$13,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
200
shares
|
$12,200
0.0% of portfolio
|
Q2 2023
Reduced 13.79%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
192
shares
|
$11,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
176
shares
|
$10,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
102
shares
|
$6,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
101
shares
|
$6,161
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
65
shares
|
$3,965
0.0% of portfolio
|
Q2 2024
Reduced 99.01%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
61
shares
|
$3,721
0.0% of portfolio
|
Q1 2024
Reduced 86.2%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
36
shares
|
$2,196
0.0% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
10
shares
|
$610
0.0% of portfolio
|
Q2 2024
Reduced 97.13%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
6
shares
|
$366
0.0% of portfolio
|
Q3 2022
Added 100.0%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$183
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$183
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|