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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-312- 44.96% |
$14.8K - $16.6K
|
382
$22.8K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$179
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-398- 99.25% |
$18.9K - $19.9K
|
3
$179
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-32- 13.79% |
$1.52K - $1.6K
|
200
$12K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.8K- 14.6% |
$935K - $996K
|
122K
$7.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-777- 99.87% |
$34.9K - $37.1K
|
1
$59.8
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.89K- 8.0% |
$79.5K - $91.2K
|
21.7K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-378- 7.37% |
$15.9K - $18.3K
|
4.75K
$284K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-2.33K- 7.17% |
$97.7K - $114K
|
30.1K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-350- 1.78% |
$14.7K - $17.2K
|
19.3K
$1.15M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-135Closed |
$5.67K - $6.63K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-98- 52.13% |
$4.12K - $4.81K
|
90
$5.38K
|
|
| Q2 2022 | |||||||
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-550Closed |
$23.5K - $27.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.6KClosed |
$493K - $553K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$70.5K - $79.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-800Closed |
$37.1K - $41.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-724- 69.02% |
$33.6K - $37.7K
|
325
$19.4K
|
|
| Q4 2021 | |||||||
|
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
$14.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-81Closed |
$3.85K - $4.26K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-6.3KClosed |
$299K - $316K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1K- 33.33% |
$47.5K - $50.2K
|
2K
$120K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.23KClosed |
$276K - $294K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.16KClosed |
$95.8K - $102K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92KClosed |
$84.9K - $90.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-688Closed |
$30.5K - $32.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.61KClosed |
$316K - $336K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.27KClosed |
$219K - $233K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.75KClosed |
$197K - $210K
|
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
|
|
|
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 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9KClosed |
$768K - $865K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.31KClosed |
$232K - $261K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-341KClosed |
$10.2M - $13.1M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-268KClosed |
$8M - $10.3M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-153KClosed |
$4.57M - $5.87M
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-258- 5.31% |
$7.71K - $9.9K
|
4.6K
$275K
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-463KClosed |
$12.3M - $18.9M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-33.1KClosed |
$882K - $1.35M
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8.43KClosed |
$225K - $344K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-975Closed |
$26K - $39.8K
|
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 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32KClosed |
$78.8K - $83.9K
|
0
$0
|
|
|
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
|
|