Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 13.27% |
$185K - $202K
|
21.5K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$689K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-638- 82.64% |
$36K - $39.1K
|
134
$8.21K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-121- 0.25% |
$6.82K - $7.42K
|
48.7K
$2.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-113- 1.59% |
$6.37K - $6.93K
|
7.02K
$430K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26- 0.4% |
$1.47K - $1.6K
|
6.55K
$401K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.3K- 18.33% |
$1.47M - $1.57M
|
122K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.4K- 8.34% |
$1.42M - $1.52M
|
291K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.6K- 7.23% |
$1.32M - $1.41M
|
315K
$19.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 39.61% |
$1.21M - $1.29M
|
34.3K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.5K- 23.13% |
$778K - $831K
|
48.1K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.1K- 52.45% |
$758K - $810K
|
12.8K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-8.29K- 18.54% |
$446K - $476K
|
36.4K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.3K- 76.13% |
$392K - $419K
|
2.29K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$3.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.27K- 7.01% |
$337K - $360K
|
83.2K
$5.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.74K- 2.14% |
$308K - $330K
|
262K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.15K- 3.01% |
$223K - $238K
|
134K
$8.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.1K- 6.66% |
$220K - $235K
|
57.4K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.07K- 5.78% |
$219K - $234K
|
66.4K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.19K- 17.71% |
$171K - $183K
|
14.8K
$907K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-899- 9.21% |
$48.3K - $51.6K
|
8.86K
$543K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-680- 16.65% |
$36.5K - $39K
|
3.4K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-575- 0.41% |
$30.9K - $33K
|
138K
$8.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-358- 8.5% |
$19.2K - $20.6K
|
3.85K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-350- 2.0% |
$18.8K - $20.1K
|
17.1K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-338- 97.13% |
$18.2K - $19.4K
|
10
$613
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-211- 0.46% |
$11.3K - $12.1K
|
45.3K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 3.2% |
$10.7K - $11.5K
|
6.05K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 1.95% |
$8.97K - $9.59K
|
8.38K
$513K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 0.35% |
$1.18K - $1.26K
|
6.31K
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.21K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35.1K- 90.18% |
$1.84M - $1.97M
|
3.82K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.2K- 36.75% |
$115K - $123K
|
3.78K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 86.2% |
$20K - $21.4K
|
61
$3.74K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-261- 4.68% |
$13.7K - $14.7K
|
5.31K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179- 4.35% |
$9.38K - $10.1K
|
3.94K
$241K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-160- 1.58% |
$8.39K - $8.99K
|
9.94K
$609K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 1.22% |
$1.99K - $2.13K
|
3.07K
$188K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-239K- 98.11% |
$11.4M - $12.7M
|
4.59K
$281K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 59.91% |
$482K - $538K
|
6.78K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 21.31% |
$241K - $269K
|
18.7K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-312- 44.96% |
$14.8K - $16.6K
|
382
$23.4K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$184
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$184
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-32- 13.79% |
$1.52K - $1.6K
|
200
$12.3K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.8K- 14.6% |
$935K - $996K
|
122K
$7.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-777- 99.87% |
$34.9K - $37.1K
|
1
$61.3
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.89K- 8.0% |
$79.5K - $91.2K
|
21.7K
$1.33M
|
|