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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-891- 15.13% |
$53.7K - $56.2K
|
5K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
276+ 452.46% |
$16.6K - $17.4K
|
337
$20.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-345- 2.15% |
$20.8K - $21.8K
|
15.7K
$974K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$2.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.62K+ 6.13% |
$218K - $228K
|
62.7K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.5K- 13.68% |
$2.5M - $2.62M
|
262K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 3.03% |
$8.98K - $9.4K
|
4.77K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.36% |
$1.08K - $1.14K
|
5.02K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
61+ 0.45% |
$3.67K - $3.85K
|
13.5K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$12.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 16.46% |
$64.9K - $68K
|
7.63K
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$60.2 - $63.1
|
21.5K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.18% |
$422 - $442
|
3.8K
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.31% |
$8.49K - $8.89K
|
44.7K
$2.78M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 12.34% |
$578K - $629K
|
72.8K
$4.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 0.98% |
$3.5K - $3.8K
|
6.25K
$388K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
60+ 0.2% |
$3.38K - $3.68K
|
30.1K
$1.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-369- 2.89% |
$20.8K - $22.6K
|
12.4K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45KNew |
$2.54M - $2.76M
|
45K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.34K+ 19.03% |
$301K - $328K
|
33.4K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 1.78% |
$291K - $317K
|
286K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.87K+ 299.84% |
$105K - $114K
|
2.49K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.9K- 34.07% |
$3.21M - $3.49M
|
110K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 0.96% |
$72.6K - $79K
|
133K
$8.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.26K- 10.93% |
$296K - $322K
|
42.8K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
44+ 0.52% |
$2.48K - $2.7K
|
8.43K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81- 1.0% |
$4.57K - $4.97K
|
8.05K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
277+ 8.14% |
$15.6K - $17K
|
3.68K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-592- 25.89% |
$33.4K - $36.3K
|
1.7K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
394New |
$22.2K - $24.2K
|
394
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
296+ 0.5% |
$16.7K - $18.2K
|
59.4K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-241- 0.66% |
$13.6K - $14.8K
|
36.2K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 21.31% |
$798K - $868K
|
52.3K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40.2K- 27.64% |
$2.27M - $2.47M
|
105K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 0.32% |
$395 - $429
|
2.2K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$1.39M - $1.51M
|
24.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64KNew |
$92.4K - $101K
|
1.64K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 64.28% |
$1.24M - $1.35M
|
56.3K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
99+ 1.86% |
$5.58K - $6.07K
|
5.41K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.64K - $6.14K
|
100
$6.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.7K+ 41.69% |
$322K - $350K
|
19.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$245K - $267K
|
4.35K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32- 18.18% |
$1.8K - $1.96K
|
144
$8.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
983New |
$55.4K - $60.3K
|
983
$61K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$45.1K - $49.1K
|
800
$49.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-245- 0.89% |
$13.8K - $15K
|
27.3K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 2.96% |
$7.1K - $7.73K
|
4.39K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 9.61% |
$682K - $742K
|
138K
$8.56M
|
|