Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR LOW VOLA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-356- 6.23% |
$16.5K - $18.5K
|
5.36K
$333K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-440Closed |
$20.4K - $22.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-450- 8.85% |
$20.9K - $23.4K
|
4.63K
$288K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-485- 46.86% |
$22.5K - $25.2K
|
550
$34.2K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-509- 13.49% |
$23.6K - $26.5K
|
3.27K
$203K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-633- 7.8% |
$29.4K - $32.9K
|
7.49K
$466K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-724- 69.02% |
$33.6K - $37.7K
|
325
$20.2K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-800Closed |
$37.1K - $41.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-822- 1.87% |
$38.1K - $42.8K
|
43.1K
$2.68M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.04K- 19.58% |
$48K - $53.9K
|
4.25K
$264K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.2K- 10.05% |
$55.7K - $62.4K
|
10.7K
$668K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$70.5K - $79.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.19K- 10.93% |
$101K - $114K
|
17.8K
$1.11M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.32K- 7.81% |
$107K - $121K
|
27.3K
$1.7M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 11.32% |
$146K - $164K
|
24.6K
$1.53M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.15KClosed |
$192K - $216K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.28K- 8.6% |
$199K - $223K
|
45.5K
$2.83M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.54K- 6.84% |
$257K - $288K
|
75.4K
$4.69M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.91K- 4.55% |
$274K - $307K
|
124K
$7.71M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.96K- 49.76% |
$277K - $310K
|
6.02K
$375K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.51KClosed |
$302K - $339K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.5K- 3.86% |
$348K - $390K
|
187K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.5K- 3.03% |
$394K - $442K
|
272K
$16.9M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.6KClosed |
$493K - $553K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.7K- 6.78% |
$961K - $1.08M
|
285K
$17.7M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.3K- 4.04% |
$1.22M - $1.37M
|
624K
$38.8M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.2KClosed |
$1.63M - $1.83M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.4K- 47.55% |
$2.8M - $3.14M
|
66.6K
$4.14M
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-196K- 75.15% |
$9.09M - $10.2M
|
64.8K
$4.03M
|
|
May 23, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-745K- 99.17% |
$34.6M - $38.8M
|
6.26K
$389K
|