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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,315
shares
|
$198,767
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,181
shares
|
$190,732
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,138
shares
|
$188,154
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,068
shares
|
$183,957
0.01% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,018
shares
|
$180,959
0.0% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,886
shares
|
$173,044
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,801
shares
|
$167,947
0.0% of portfolio
|
Q4 2024
Added 65.25%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,427
shares
|
$145,522
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
2,211
shares
|
$132,571
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,148
shares
|
$128,794
0.0% of portfolio
|
Q4 2024
Added 2005.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,822
shares
|
$109,247
0.0% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,803
shares
|
$108,107
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,738
shares
|
$104,210
0.0% of portfolio
|
Q4 2024
Added 1106.94%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,317
shares
|
$78,967
0.0% of portfolio
|
Q4 2024
Reduced 47.04%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,249
shares
|
$74,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,215
shares
|
$72,851
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
987
shares
|
$59,180
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
800
shares
|
$47,968
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
508
shares
|
$30,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
422
shares
|
$25,303
0.0% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
394
shares
|
$23,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
387
shares
|
$23,204
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
365
shares
|
$21,885
0.0% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
337
shares
|
$20,206
0.0% of portfolio
|
Q4 2024
Added 452.46%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
257
shares
|
$15,409
0.0% of portfolio
|
Q4 2024
Added 91.79%
|