Kingswood Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,950 shares of FDLO stock, worth $327,195. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,950

Previous 4,928 0.45%

Holding current value

$327,195

Previous $309 Million 5.36%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$62.44 - $65.87 $1,373 - $1,449	22 Added 0.45%	4,950 $326 Million
Q2 2025 Jul 23, 2025	SELL	$54.44 - $62.8 $979 - $1,130	-18 Reduced 0.36%	4,928 $309 Million
Q1 2025 Jul 25, 2025	BUY	$59.43 - $63.22 $1,069 - $1,137	18 Added 0.37%	4,946 $300 Million
Q1 2025 Apr 21, 2025	SELL	$59.43 - $63.22 $3,149 - $3,350	-53 Reduced 1.06%	4,946 $300 Million
Q4 2024 Jan 22, 2025	SELL	$60.24 - $63.08 $53,673 - $56,204	-891 Reduced 15.13%	4,999 $303 Million

Q3 2024 Oct 21, 2024	BUY	$56.38 - $61.35 $3,326 - $3,619	59 Added 1.01%	5,890 $361 Million
Q2 2024 Jul 09, 2024	BUY	$53.72 - $57.42 $313,241 - $334,816	5,831 New	5,831 $333 Million
Q4 2023 Jan 16, 2024	BUY	$47.55 - $53.06 $324,148 - $361,710	6,817 New	6,817 $361 Million

Others Institutions Holding FDLO

# of Institutions

165

Shares Held

6.9M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
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Kingswood Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History