Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q1 2024. 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 2365.12% |
$8.13M - $8.71M
|
162K
$10M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 2365.12% |
$8.13M - $8.71M
|
162K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
127K+ 90.15% |
$6.66M - $7.14M
|
268K
$16.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.2K+ 130.08% |
$3.42M - $3.66M
|
115K
$7.18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.7KNew |
$2.98M - $3.19M
|
56.7K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.4K+ 61.11% |
$1.33M - $1.43M
|
67.1K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.6K+ 45.47% |
$1.29M - $1.38M
|
78.6K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.6K+ 7.72% |
$1.19M - $1.27M
|
316K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
19.7K+ 17.05% |
$1.03M - $1.11M
|
135K
$8.41M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
16.5K+ 74.9% |
$864K - $926K
|
38.5K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
14.5K+ 43.96% |
$760K - $815K
|
47.5K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 30.77% |
$716K - $767K
|
58K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 9.59% |
$637K - $683K
|
139K
$8.64M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.55KNew |
$448K - $480K
|
8.55K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.31KNew |
$435K - $467K
|
8.31K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.07K+ 64.89% |
$423K - $453K
|
20.5K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.7K+ 10.5% |
$351K - $376K
|
70.5K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.33KNew |
$332K - $355K
|
6.33K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6KNew |
$314K - $337K
|
6K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.48K+ 9.59% |
$287K - $308K
|
62.6K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.91K+ 344.52% |
$257K - $276K
|
6.33K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.81KNew |
$252K - $270K
|
4.81K
$299K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 6.13% |
$213K - $229K
|
70.5K
$4.38M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.82KNew |
$200K - $214K
|
3.82K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.74K+ 8.1% |
$196K - $210K
|
49.8K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.22K+ 25.0% |
$169K - $181K
|
16.1K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.13K+ 6.66% |
$164K - $176K
|
50.1K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.05K+ 5.22% |
$160K - $171K
|
61.5K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.36K+ 4.14% |
$124K - $132K
|
59.3K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$109K - $117K
|
2.08K
$130K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.07K+ 17.1% |
$109K - $116K
|
14.2K
$882K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.67K+ 6.39% |
$87.5K - $93.7K
|
27.8K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
689+ 10.55% |
$36.1K - $38.7K
|
7.22K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
628+ 8.62% |
$32.9K - $35.3K
|
7.92K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
576+ 6.27% |
$30.2K - $32.4K
|
9.76K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
458+ 0.5% |
$24K - $25.7K
|
92.1K
$5.73M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
450+ 5.2% |
$23.6K - $25.3K
|
9.1K
$566K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
338+ 2.98% |
$17.7K - $19K
|
11.7K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
254+ 3.23% |
$13.3K - $14.3K
|
8.12K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
253+ 5.79% |
$13.3K - $14.2K
|
4.63K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 1.45% |
$13.1K - $14K
|
17.5K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
231New |
$12.1K - $13K
|
231
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
219New |
$11.5K - $12.3K
|
219
$13.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
102New |
$5.35K - $5.73K
|
102
$6.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
79+ 0.16% |
$4.14K - $4.44K
|
48.5K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58+ 1.44% |
$3.04K - $3.26K
|
4.08K
$254K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
54New |
$2.83K - $3.03K
|
54
$3.36K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.41% |
$472 - $506
|
2.19K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.45% |
$419 - $449
|
1.79K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$419 - $449
|
4.2K
$261K
|