Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
559KNew |
$23.6M - $27M
|
559K
$34.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
245K+ 83.93% |
$10.3M - $11.8M
|
536K
$33.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.1K+ 29.48% |
$3.93M - $4.5M
|
409K
$25.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.9K+ 24.3% |
$3.33M - $3.82M
|
403K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63K+ 17.78% |
$2.66M - $3.05M
|
417K
$25.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 9.13% |
$2.49M - $2.86M
|
706K
$43.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
37.7K+ 18.69% |
$1.59M - $1.82M
|
239K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3K+ 87.6% |
$1.57M - $1.8M
|
79.8K
$4.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.1K+ 13.72% |
$1.48M - $1.7M
|
291K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34KNew |
$1.44M - $1.65M
|
34K
$2.12M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
29.8KNew |
$1.26M - $1.44M
|
29.8K
$1.85M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
23.4KNew |
$989K - $1.13M
|
23.4K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.7KNew |
$959K - $1.1M
|
22.7K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.9KNew |
$839K - $962K
|
19.9K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.6K+ 20.84% |
$702K - $805K
|
96.5K
$6M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 49.05% |
$616K - $706K
|
44.3K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9K+ 174.4% |
$543K - $622K
|
20.2K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.7KNew |
$450K - $516K
|
10.7K
$664K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6K+ 209.31% |
$448K - $513K
|
15.7K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.13KNew |
$385K - $442K
|
9.13K
$568K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.97K+ 10.62% |
$336K - $386K
|
83K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.72KNew |
$241K - $277K
|
5.72K
$356K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.49K+ 13.38% |
$147K - $169K
|
29.6K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 37.35% |
$107K - $123K
|
9.34K
$581K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 1.92% |
$58.4K - $67K
|
73.5K
$4.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.28K+ 3.1% |
$53.8K - $61.7K
|
42.4K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21K+ 21.95% |
$50.9K - $58.4K
|
6.71K
$417K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.04K+ 688.74% |
$43.9K - $50.3K
|
1.19K
$74.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
774+ 2.98% |
$32.7K - $37.4K
|
26.7K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
707+ 9.06% |
$29.8K - $34.2K
|
8.51K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
590+ 10.13% |
$24.9K - $28.5K
|
6.41K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$21.1K - $24.2K
|
500
$31.1K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
401New |
$16.9K - $19.4K
|
401
$24.9K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
401New |
$16.9K - $19.4K
|
401
$24.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
312+ 8.61% |
$13.2K - $15.1K
|
3.94K
$245K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
292+ 3.8% |
$12.3K - $14.1K
|
7.97K
$496K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225+ 3.35% |
$9.49K - $10.9K
|
6.95K
$432K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
202New |
$8.52K - $9.77K
|
202
$12.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114New |
$4.81K - $5.52K
|
114
$7.09K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
77+ 24.14% |
$3.25K - $3.73K
|
396
$24.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 16.84% |
$2.03K - $2.32K
|
333
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.04% |
$886 - $1.02K
|
57.1K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11+ 0.14% |
$464 - $532
|
7.82K
$486K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.4% |
$295 - $339
|
1.75K
$109K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-135- 1.56% |
$5.7K - $6.53K
|
8.52K
$530K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-138- 2.23% |
$5.82K - $6.68K
|
6.04K
$376K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-145- 2.92% |
$6.12K - $7.02K
|
4.82K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-316- 1.28% |
$13.3K - $15.3K
|
24.5K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-378- 7.37% |
$15.9K - $18.3K
|
4.75K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-501- 2.92% |
$21.1K - $24.2K
|
16.7K
$1.04M
|