Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
261KNew |
$12.4M - $13.7M
|
261K
$16.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
249KNew |
$11.9M - $13.1M
|
249K
$15.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
205KNew |
$9.73M - $10.8M
|
205K
$12.7M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.7KNew |
$2.79M - $3.09M
|
58.7K
$3.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9K+ 9.04% |
$2.57M - $2.84M
|
651K
$40.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
36.2K+ 11.31% |
$1.72M - $1.9M
|
356K
$22.1M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
30.2KNew |
$1.44M - $1.59M
|
30.2K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
19.9KNew |
$947K - $1.05M
|
19.9K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 157.56% |
$855K - $945K
|
29.4K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4KNew |
$826K - $914K
|
17.4K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6KNew |
$599K - $662K
|
12.6K
$783K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.12KNew |
$386K - $427K
|
8.12K
$505K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
7.2K+ 19.58% |
$342K - $378K
|
44K
$2.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.72K+ 15.61% |
$320K - $353K
|
49.8K
$3.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.12KNew |
$291K - $322K
|
6.12K
$381K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.38KNew |
$256K - $283K
|
5.38K
$334K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.61KNew |
$219K - $243K
|
4.61K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.3KNew |
$204K - $226K
|
4.3K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.15KNew |
$197K - $218K
|
4.15K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.74K+ 3.03% |
$178K - $196K
|
127K
$7.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.45K+ 4.79% |
$164K - $181K
|
75.5K
$4.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.82K+ 8.57% |
$86.7K - $95.8K
|
23.1K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52KNew |
$72.3K - $79.9K
|
1.52K
$94.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.33K+ 4024.24% |
$63.2K - $69.8K
|
1.36K
$84.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 13.23% |
$59.1K - $65.3K
|
10.6K
$661K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 12.87% |
$54.5K - $60.2K
|
10K
$625K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.04KNew |
$49.2K - $54.4K
|
1.04K
$64.4K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
900+ 4.71% |
$42.8K - $47.3K
|
20K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
800New |
$38K - $42.1K
|
800
$49.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
784+ 7.0% |
$37.3K - $41.2K
|
12K
$745K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
778+ 11.99% |
$37K - $40.9K
|
7.27K
$452K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
764+ 13.65% |
$36.3K - $40.2K
|
6.36K
$396K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
440New |
$20.9K - $23.1K
|
440
$27.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
388+ 8.29% |
$18.5K - $20.4K
|
5.07K
$315K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
307+ 3.56% |
$14.6K - $16.1K
|
8.93K
$556K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
225+ 4.04% |
$10.7K - $11.8K
|
5.8K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
189+ 0.54% |
$8.99K - $9.94K
|
35.2K
$2.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
184+ 116.46% |
$8.75K - $9.67K
|
342
$21.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
183New |
$8.7K - $9.62K
|
183
$11.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
173+ 2.94% |
$8.23K - $9.09K
|
6.06K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
135New |
$6.42K - $7.1K
|
135
$8.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
76+ 0.26% |
$3.61K - $4K
|
29.6K
$1.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.12% |
$428 - $473
|
7.78K
$484K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.29% |
$238 - $263
|
1.73K
$108K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.19% |
$190 - $210
|
2.09K
$130K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
3+ 0.01% |
$143 - $158
|
33.8K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$47.6 - $52.6
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-17- 0.45% |
$809 - $894
|
3.74K
$232K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-46- 1.08% |
$2.19K - $2.42K
|
4.23K
$263K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 0.42% |
$2.38K - $2.63K
|
11.9K
$743K
|