Institutional Ownership Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
67,575
shares
|
$4.47 Million
0.85% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
66,323
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
53,562
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
51,683
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
49,625
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.87%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
43,277
shares
|
$2.86 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
40,536
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
35,480
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
35,308
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
33,877
shares
|
$2.24 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
31,134
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.57%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
30,123
shares
|
$1.99 Million
3.1% of portfolio
|
Q3 2022
Reduced 7.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,106
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,749
shares
|
$1.77 Million
0.22% of portfolio
|
Q4 2022
Added 2.98%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
26,494
shares
|
$1.75 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
23,324
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
22,674
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
20,287
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
Added 39.97%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
19,719
shares
|
$1.3 Million
0.31% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,315
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,510
shares
|
$1.22 Million
0.92% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
18,350
shares
|
$1.21 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,738
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,002
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
15,787
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 45.09%
|
|