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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202New |
$12.6K - $13.3K
|
202
$13.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$6.74K - $7.11K
|
108
$7.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
106+ 1.91% |
$6.62K - $6.98K
|
5.66K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
85+ 531.25% |
$5.31K - $5.6K
|
101
$6.68K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
83+ 11.86% |
$5.18K - $5.47K
|
783
$51.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61+ 0.74% |
$3.81K - $4.02K
|
8.26K
$546K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
61+ 0.68% |
$3.81K - $4.02K
|
9.02K
$596K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39New |
$2.44K - $2.57K
|
39
$2.58K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
38+ 0.49% |
$2.37K - $2.5K
|
7.82K
$517K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
31+ 0.16% |
$1.94K - $2.04K
|
19.7K
$1.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24+ 400.0% |
$1.5K - $1.58K
|
30
$1.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23New |
$1.44K - $1.52K
|
23
$1.52K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22+ 0.45% |
$1.37K - $1.45K
|
4.95K
$327K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 0.33% |
$1.12K - $1.19K
|
5.51K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$999 - $1.05K
|
16
$1.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.01% |
$874 - $922
|
116K
$7.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9+ 0.11% |
$562 - $593
|
8.16K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
8New |
$500 - $527
|
8
$529
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.23% |
$500 - $527
|
3.53K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$500 - $527
|
2.24K
$148K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.22% |
$500 - $527
|
3.6K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.28% |
$375 - $395
|
2.17K
$143K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$375 - $395
|
3.08K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.4% |
$250 - $263
|
998
$66K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.83% |
$62.4 - $65.9
|
121
$8K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.8KNew |
$1.19M - $1.37M
|
21.8K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.58KNew |
$413K - $476K
|
7.58K
$501K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46KNew |
$188K - $217K
|
3.46K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.36KNew |
$183K - $211K
|
3.36K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
919New |
$50K - $57.7K
|
919
$60.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
772New |
$42K - $48.5K
|
772
$51K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
722New |
$39.3K - $45.3K
|
722
$47.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
692+ 4.82% |
$37.7K - $43.5K
|
15K
$994K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
529New |
$28.8K - $33.2K
|
529
$35K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
387New |
$21.1K - $24.3K
|
387
$25.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
374New |
$20.4K - $23.5K
|
374
$24.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
291New |
$15.8K - $18.3K
|
291
$19.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
193New |
$10.5K - $12.1K
|
193
$12.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134+ 1.08% |
$7.29K - $8.42K
|
12.5K
$827K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
95+ 197.92% |
$5.17K - $5.97K
|
143
$9.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$4.08K - $4.71K
|
75
$4.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70New |
$3.81K - $4.4K
|
70
$4.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$1.42K - $1.63K
|
26
$1.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 76.0% |
$1.03K - $1.19K
|
44
$2.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9New |
$490 - $565
|
9
$595
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.39% |
$381 - $440
|
1.82K
$120K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$327 - $377
|
6
$397
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 14.29% |
$109 - $126
|
16
$1.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
112KNew |
$6.63M - $7.06M
|
112K
$7.38M
|
|