Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 37.72% |
$6.49M - $6.8M
|
393K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102KNew |
$6.15M - $6.44M
|
102K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.5K+ 85.56% |
$2.32M - $2.43M
|
83.5K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 6.81% |
$2.27M - $2.38M
|
592K
$37M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
27.7KNew |
$1.67M - $1.75M
|
27.7K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 3.24% |
$1.41M - $1.48M
|
748K
$46.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.4K+ 364.95% |
$1.41M - $1.48M
|
29.8K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
19.8KNew |
$1.19M - $1.25M
|
19.8K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
18.2KNew |
$1.1M - $1.15M
|
18.2K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 5.36% |
$1.01M - $1.05M
|
328K
$20.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
14.6K+ 81.92% |
$879K - $920K
|
32.4K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 8.46% |
$754K - $790K
|
160K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$630K - $660K
|
10.5K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.2K+ 30.48% |
$613K - $642K
|
43.6K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 97.79% |
$607K - $635K
|
20.4K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.97KNew |
$600K - $629K
|
9.97K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 5.67% |
$543K - $569K
|
168K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.24K+ 91.5% |
$496K - $520K
|
17.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 16.06% |
$471K - $493K
|
56.5K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.58K+ 12.77% |
$457K - $478K
|
66.9K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.38K+ 5.35% |
$445K - $465K
|
145K
$9.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.15KNew |
$370K - $388K
|
6.15K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.92KNew |
$296K - $310K
|
4.92K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.32K+ 42.52% |
$260K - $273K
|
14.5K
$905K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.03KNew |
$243K - $254K
|
4.03K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.97KNew |
$239K - $250K
|
3.97K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.71K+ 42.01% |
$223K - $234K
|
12.5K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.62K+ 6.13% |
$218K - $228K
|
62.7K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.41KNew |
$205K - $215K
|
3.41K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89KNew |
$174K - $182K
|
2.89K
$180K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 2005.88% |
$123K - $129K
|
2.15K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.59K+ 1106.94% |
$96K - $101K
|
1.74K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.58K+ 25.79% |
$94.9K - $99.4K
|
7.68K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42K+ 2.72% |
$85.7K - $89.8K
|
53.7K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$78K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 65.25% |
$66.6K - $69.8K
|
2.8K
$175K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 16.46% |
$64.9K - $68K
|
7.63K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
958+ 21.85% |
$57.7K - $60.4K
|
5.34K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
885+ 1.05% |
$53.3K - $55.8K
|
85.1K
$5.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
790+ 35.46% |
$47.6K - $49.8K
|
3.02K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
776+ 23.85% |
$46.7K - $49K
|
4.03K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
452+ 10.75% |
$27.2K - $28.5K
|
4.66K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
363+ 1.0% |
$21.9K - $22.9K
|
36.6K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
276+ 452.46% |
$16.6K - $17.4K
|
337
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
238New |
$14.3K - $15K
|
238
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183+ 11.17% |
$11K - $11.5K
|
1.82K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
171New |
$10.3K - $10.8K
|
171
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137New |
$8.25K - $8.64K
|
137
$8.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
123+ 91.79% |
$7.41K - $7.76K
|
257
$16K
|