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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-724- 69.02% |
$33.6K - $37.7K
|
325
$20.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.6KClosed |
$493K - $553K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-81Closed |
$3.85K - $4.26K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.23KClosed |
$106K - $117K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 50.0% |
$11.9K - $13.1K
|
250
$15.5K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1K- 33.33% |
$47.5K - $50.2K
|
2K
$124K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-6.3KClosed |
$299K - $316K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688Closed |
$30.5K - $32.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.23KClosed |
$276K - $294K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92KClosed |
$84.9K - $90.4K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
11.1K+ 96.16% |
$493K - $525K
|
22.7K
$1.41M
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.61KClosed |
$316K - $336K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-400Closed |
$16.6K - $17.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-58Closed |
$2.41K - $2.56K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.75KClosed |
$197K - $210K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-39Closed |
$1.62K - $1.72K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.21KClosed |
$199K - $223K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-54Closed |
$2.06K - $2.31K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.31KClosed |
$232K - $261K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9KClosed |
$768K - $865K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-258- 5.31% |
$7.71K - $9.9K
|
4.6K
$286K
|
|
|
Jul 27, 2020
Q2 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-341KClosed |
$10.2M - $13.1M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-153KClosed |
$4.57M - $5.87M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-268KClosed |
$8M - $10.3M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8.43KClosed |
$225K - $344K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-33.1KClosed |
$882K - $1.35M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-975Closed |
$26K - $39.8K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-463KClosed |
$12.3M - $18.9M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-143KClosed |
$5.01M - $5.3M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Altshuler Shaham LTD
|
SELL
|
- |
-495Closed |
$16.8K - $17.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.12KClosed |
$202K - $240K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100Closed |
$2.83K - $3.38K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.28KClosed |
$239K - $254K
|
0
$0
|
|