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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
360
shares
|
$21,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
357
shares
|
$21,691
0.02% of portfolio
|
Q1 2025
Added 108.77%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
337
shares
|
$20,476
0.0% of portfolio
|
Q4 2024
Added 452.46%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
291
shares
|
$17,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
278
shares
|
$16,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
210
shares
|
$12,759
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
208
shares
|
$12,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
206
shares
|
$12,516
0.0% of portfolio
|
Q1 2025
Added 338.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
185
shares
|
$11,240
0.0% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
133
shares
|
$8,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
129
shares
|
$7,838
0.0% of portfolio
|
Q1 2025
Reduced 49.81%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
106
shares
|
$6,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
65
shares
|
$3,949
0.0% of portfolio
|
Q2 2024
Reduced 99.01%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
55
shares
|
$3,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
48
shares
|
$2,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
33
shares
|
$2,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25
shares
|
$1,519
0.0% of portfolio
|
Q1 2025
Reduced 76.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16
shares
|
$972
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
14
shares
|
$850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
13
shares
|
$789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
11
shares
|
$668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6
shares
|
$364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$182
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$182
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|