Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-791- 3.44% |
$37.7K - $39.6K
|
22.2K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 4.15% |
$51.8K - $54.5K
|
25.1K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.13K- 1.14% |
$53.8K - $56.6K
|
97.8K
$6.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.29K- 15.66% |
$61.5K - $64.7K
|
6.95K
$432K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.39K- 1.4% |
$66.2K - $69.7K
|
98.3K
$6.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 9.16% |
$67.1K - $70.6K
|
14K
$869K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.03K- 3.98% |
$96.5K - $102K
|
48.9K
$3.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 30.31% |
$122K - $128K
|
5.88K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.91K- 45.22% |
$138K - $146K
|
3.52K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.13K- 3.3% |
$149K - $157K
|
91.6K
$5.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.36K- 21.58% |
$160K - $168K
|
12.2K
$759K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.89K- 25.08% |
$281K - $295K
|
17.6K
$1.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.66K- 14.8% |
$412K - $434K
|
49.8K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.66K- 14.8% |
$412K - $434K
|
49.8K
$3.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.89K- 47.61% |
$423K - $445K
|
9.78K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.18K- 11.45% |
$437K - $460K
|
70.9K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 6.4% |
$533K - $561K
|
163K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.4K- 59.81% |
$545K - $574K
|
7.69K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13K- 2.32% |
$619K - $651K
|
548K
$34.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.7K- 4.76% |
$1.61M - $1.69M
|
675K
$42M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34K- 8.04% |
$1.62M - $1.71M
|
389K
$24.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 57.39% |
$7.38M - $7.77M
|
115K
$7.16M
|