Latest Institutional Purchases of Fidelity Covington Tr Low Vola (FDLO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Low Vola (FDLO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.1K+ 274.39% |
$1.23M - $1.27M
|
26K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11.6K+ 473.62% |
$750K - $775K
|
14.1K
$930K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
956+ 1.22% |
$61.7K - $63.8K
|
79.4K
$5.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
427+ 10.23% |
$27.6K - $28.5K
|
4.6K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
263+ 1.82% |
$17K - $17.5K
|
14.7K
$971K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.34% |
$1.1K - $1.13K
|
5.09K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15+ 0.32% |
$968 - $1K
|
4.76K
$314K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
9+ 0.25% |
$581 - $600
|
3.61K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
7New |
$452 - $467
|
7
$463
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.07% |
$387 - $400
|
8.57K
$567K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 106.01% |
$11.8M - $12.4M
|
366K
$24.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
77.9KNew |
$4.86M - $5.13M
|
77.9K
$5.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
44K+ 54.49% |
$2.75M - $2.9M
|
125K
$8.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.7K+ 8.49% |
$2.35M - $2.48M
|
481K
$31.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 17.28% |
$1.86M - $1.96M
|
202K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.7K+ 21.7% |
$1.42M - $1.5M
|
127K
$8.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18.4KNew |
$1.15M - $1.21M
|
18.4K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
15.5KNew |
$970K - $1.02M
|
15.5K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 21.08% |
$929K - $980K
|
85.5K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 9.08% |
$674K - $711K
|
130K
$8.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 6.33% |
$647K - $683K
|
174K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.7K+ 152.61% |
$481K - $507K
|
12.7K
$842K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
7.29KNew |
$455K - $480K
|
7.29K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 8.82% |
$410K - $432K
|
80.9K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 39.97% |
$362K - $382K
|
20.3K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.19K+ 68.24% |
$324K - $342K
|
12.8K
$845K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.93K+ 49.01% |
$308K - $325K
|
15K
$992K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.91K+ 45.09% |
$306K - $323K
|
15.8K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.68K+ 1.49% |
$292K - $308K
|
319K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.13KNew |
$258K - $272K
|
4.13K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.08K+ 936.47% |
$255K - $269K
|
4.52K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.36K+ 3.01% |
$147K - $155K
|
80.6K
$5.33M
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 42.5% |
$107K - $113K
|
5.75K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36K+ 3.99% |
$84.6K - $89.3K
|
35.3K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.25K+ 11.31% |
$77.7K - $82K
|
12.2K
$810K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 14.43% |
$74.3K - $78.4K
|
9.44K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.01K+ 3.87% |
$63.1K - $66.6K
|
27.1K
$1.79M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1K+ 19.05% |
$62.4K - $65.9K
|
6.25K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
918+ 13.89% |
$57.3K - $60.5K
|
7.53K
$497K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
717+ 8.44% |
$44.8K - $47.2K
|
9.21K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
706+ 2.03% |
$44.1K - $46.5K
|
35.5K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
688New |
$43K - $45.3K
|
688
$45.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
501+ 13.97% |
$31.3K - $33K
|
4.09K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
447+ 12.74% |
$27.9K - $29.4K
|
3.96K
$262K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
341+ 460.81% |
$21.3K - $22.5K
|
415
$27.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
240+ 9.1% |
$15K - $15.8K
|
2.88K
$190K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
235+ 2350.0% |
$14.7K - $15.5K
|
245
$16.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
234+ 126.49% |
$14.6K - $15.4K
|
419
$27.7K
|
|