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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
3,806
shares
|
$231,252
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
3,690
shares
|
$224,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,561
shares
|
$216,366
0.08% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
3,546
shares
|
$215,454
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
3,523
shares
|
$214,057
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,510
shares
|
$213,267
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,320
shares
|
$201,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,189
shares
|
$193,763
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,138
shares
|
$190,664
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,068
shares
|
$186,411
0.01% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,886
shares
|
$175,353
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,427
shares
|
$147,464
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
2,220
shares
|
$134,887
0.09% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,148
shares
|
$130,512
0.0% of portfolio
|
Q4 2024
Added 2005.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,810
shares
|
$109,975
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,280
shares
|
$77,772
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,215
shares
|
$73,823
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,142
shares
|
$69,387
0.0% of portfolio
|
Q1 2025
Reduced 34.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,050
shares
|
$63,798
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
991
shares
|
$60,213
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
800
shares
|
$48,608
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
444
shares
|
$26,977
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
394
shares
|
$23,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
387
shares
|
$23,514
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
365
shares
|
$22,177
0.0% of portfolio
|
Q3 2024
Added 9.94%
|