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 141 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
5,409
shares
|
$334,222
0.23% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,264
shares
|
$325,262
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,250
shares
|
$324,397
0.16% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,169
shares
|
$319,392
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,018
shares
|
$310,062
0.07% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,999
shares
|
$308,888
0.02% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
4,772
shares
|
$294,861
0.04% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,394
shares
|
$271,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,385
shares
|
$270,949
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$268,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,273
shares
|
$264,028
0.01% of portfolio
|
Q2 2020
Reduced 5.31%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,205
shares
|
$259,826
0.16% of portfolio
|
Q3 2024
Reduced 94.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,037
shares
|
$249,446
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$247,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
4,007
shares
|
$247,592
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$245,306
0.0% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,936
shares
|
$243,205
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,912
shares
|
$241,722
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,798
shares
|
$234,678
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,680
shares
|
$227,387
0.0% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,546
shares
|
$219,107
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,494
shares
|
$215,894
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
3,481
shares
|
$215,090
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,442
shares
|
$212,681
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,324
shares
|
$205,389
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|