Latest Institutional Transactions on Fidelity Covington Tr Low Vola (FDLO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Low Vola (FDLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
15.5KNew |
$970K - $1.02M
|
15.5K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 42.5% |
$107K - $113K
|
5.75K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-85- 0.37% |
$5.31K - $5.6K
|
22.7K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 13.54% |
$812 - $856
|
83
$5.49K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 106.01% |
$11.8M - $12.4M
|
366K
$24.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.93K+ 49.01% |
$308K - $325K
|
15K
$992K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-326- 6.5% |
$20.4K - $21.5K
|
4.69K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
688New |
$43K - $45.3K
|
688
$45.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.74K- 45.4% |
$171K - $180K
|
3.29K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.68K+ 1.49% |
$292K - $308K
|
319K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 4.11% |
$127K - $134K
|
51.7K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 5.75% |
$818K - $863K
|
215K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.04K- 2.34% |
$64.6K - $68.2K
|
43.3K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
61+ 0.68% |
$3.81K - $4.02K
|
9.02K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
234+ 126.49% |
$14.6K - $15.4K
|
419
$27.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.83% |
$62.4 - $65.9
|
121
$8K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-114- 1.38% |
$7.12K - $7.51K
|
8.17K
$540K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.19K+ 68.24% |
$324K - $342K
|
12.8K
$845K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.4% |
$250 - $263
|
998
$66K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-319- 3.73% |
$19.9K - $21K
|
8.22K
$544K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.8K- 60.57% |
$2.99M - $3.15M
|
31.1K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
706+ 2.03% |
$44.1K - $46.5K
|
35.5K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$500 - $527
|
3.53K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.9K- 13.69% |
$1.12M - $1.18M
|
113K
$7.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.09% |
$250 - $263
|
4.6K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.29KNew |
$455K - $480K
|
7.29K
$482K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.87K+ 116.13% |
$241K - $255K
|
7.2K
$476K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 4.68% |
$81.2K - $85.6K
|
26.5K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-315- 8.9% |
$19.7K - $20.7K
|
3.23K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.7K+ 152.61% |
$481K - $507K
|
12.7K
$842K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.93K- 13.08% |
$121K - $127K
|
12.8K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$999 - $1.05K
|
16
$1.06K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.7K- 10.04% |
$3.48M - $3.67M
|
499K
$33M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 21.08% |
$929K - $980K
|
85.5K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 8.82% |
$410K - $432K
|
80.9K
$5.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
44K+ 54.49% |
$2.75M - $2.9M
|
125K
$8.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 14.43% |
$74.3K - $78.4K
|
9.44K
$624K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-103- 1.07% |
$6.43K - $6.78K
|
9.56K
$632K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 0.33% |
$1.12K - $1.19K
|
5.51K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.5K- 28.54% |
$281K - $297K
|
11.3K
$745K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202New |
$12.6K - $13.3K
|
202
$13.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 6.33% |
$647K - $683K
|
174K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$500 - $527
|
2.24K
$148K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.36K+ 3.01% |
$147K - $155K
|
80.6K
$5.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22+ 0.45% |
$1.37K - $1.45K
|
4.95K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
85+ 531.25% |
$5.31K - $5.6K
|
101
$6.68K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 39.97% |
$362K - $382K
|
20.3K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 1.9% |
$886K - $935K
|
733K
$48.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
447+ 12.74% |
$27.9K - $29.4K
|
3.96K
$262K
|
|