Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,343
shares
|
$320,366
0.0% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
5,305
shares
|
$318,087
0.22% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
5,259
shares
|
$315,329
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
5,250
shares
|
$314,790
0.15% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,169
shares
|
$309,933
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,107
shares
|
$306,215
0.0% of portfolio
|
Q4 2024
Reduced 40.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,018
shares
|
$300,879
0.07% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,999
shares
|
$299,740
0.02% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,920
shares
|
$295,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
4,772
shares
|
$286,129
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,657
shares
|
$279,233
0.16% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$256,209
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,032
shares
|
$241,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
4,029
shares
|
$241,578
0.21% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,968
shares
|
$237,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,936
shares
|
$236,002
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,912
shares
|
$234,563
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,798
shares
|
$227,728
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,780
shares
|
$226,648
0.0% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,680
shares
|
$220,652
0.0% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
3,546
shares
|
$212,618
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,502
shares
|
$209,979
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,481
shares
|
$208,720
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,442
shares
|
$206,382
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,405
shares
|
$204,163
0.0% of portfolio
|
Q4 2024
New holding
|