Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q1 2023. 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 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.44K- 5.9% |
$64.8K - $69K
|
23K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 2.74% |
$66.3K - $70.6K
|
52.5K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.36K- 1.89% |
$151K - $161K
|
175K
$10.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-5.41K- 26.03% |
$243K - $259K
|
15.4K
$940K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.45K- 6.56% |
$244K - $260K
|
77.6K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.13K- 12.49% |
$320K - $341K
|
49.9K
$3.05M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-7.95K- 3.32% |
$357K - $380K
|
231K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.22K- 49.38% |
$369K - $393K
|
8.43K
$515K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-13K- 11.51% |
$582K - $620K
|
99.7K
$6.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.8K- 14.6% |
$935K - $996K
|
122K
$7.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 7.25% |
$948K - $1.01M
|
270K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.1K- 8.33% |
$1.53M - $1.63M
|
375K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127K- 31.36% |
$5.68M - $6.05M
|
277K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-239K- 44.54% |
$10.7M - $11.4M
|
298K
$18.2M
|