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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.5K- 13.68% |
$2.5M - $2.62M
|
262K
$16.3M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.1K- 4.69% |
$788K - $825K
|
266K
$16.5M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13K- 4.7% |
$784K - $821K
|
264K
$16.4M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.22K- 3.64% |
$254K - $266K
|
112K
$6.93M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 3.42% |
$243K - $255K
|
114K
$7.08M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.47K- 18.95% |
$88.3K - $92.4K
|
6.26K
$389K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-1.41K- 0.86% |
$85.2K - $89.2K
|
163K
$10.1M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$74K - $77.5K
|
5.79K
$359K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-891- 15.13% |
$53.7K - $56.2K
|
5K
$310K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-763- 7.37% |
$46K - $48.1K
|
9.58K
$595K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-364- 4.46% |
$21.9K - $23K
|
7.81K
$485K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-345- 2.15% |
$20.8K - $21.8K
|
15.7K
$974K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-166- 0.09% |
$10K - $10.5K
|
195K
$12.1M
|
|
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 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.31% |
$8.49K - $8.89K
|
44.7K
$2.78M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.1% |
$602 - $631
|
9.93K
$617K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$206K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.09% |
$301 - $315
|
5.26K
$327K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$60.2 - $63.1
|
21.5K
$1.33M
|
|
Q3 2024 | |||||||
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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40.2K- 27.64% |
$2.27M - $2.47M
|
105K
$6.53M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 21.31% |
$798K - $868K
|
52.3K
$3.25M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.2K- 12.34% |
$578K - $629K
|
72.8K
$4.52M
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.16K- 1.78% |
$291K - $317K
|
286K
$17.7M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 56.7% |
$254K - $276K
|
3.43K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 16.23% |
$123K - $134K
|
11.3K
$699K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.3K- 10.82% |
$73.4K - $79.9K
|
10.7K
$666K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 0.96% |
$72.6K - $79K
|
133K
$8.23M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-800- 13.22% |
$45.1K - $49.1K
|
5.25K
$326K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-720- 15.35% |
$40.6K - $44.2K
|
3.97K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-592- 25.89% |
$33.4K - $36.3K
|
1.7K
$105K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-369- 2.89% |
$20.8K - $22.6K
|
12.4K
$771K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-245- 0.89% |
$13.8K - $15K
|
27.3K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-241- 0.66% |
$13.6K - $14.8K
|
36.2K
$2.25M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 3.95% |
$9.08K - $9.88K
|
3.91K
$243K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-121- 0.25% |
$6.82K - $7.42K
|
48.7K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81- 1.0% |
$4.57K - $4.97K
|
8.05K
$500K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 0.98% |
$3.5K - $3.8K
|
6.25K
$388K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32- 18.18% |
$1.8K - $1.96K
|
144
$8.94K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25- 0.62% |
$1.41K - $1.53K
|
4.04K
$251K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.48K- 99.01% |
$348K - $372K
|
65
$4.04K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.19K- 17.71% |
$171K - $183K
|
14.8K
$920K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 28.0% |
$752 - $804
|
36
$2.24K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35.1K- 90.18% |
$1.84M - $1.97M
|
3.82K
$237K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179- 4.35% |
$9.38K - $10.1K
|
3.94K
$244K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 1.22% |
$1.99K - $2.13K
|
3.07K
$191K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-239K- 98.11% |
$11.4M - $12.7M
|
4.59K
$285K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 59.91% |
$482K - $538K
|
6.78K
$421K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.06K- 21.31% |
$241K - $269K
|
18.7K
$1.16M
|