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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
144
shares
|
$8,897
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
134
shares
|
$8,279
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
102
shares
|
$6,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
65
shares
|
$4,016
0.0% of portfolio
|
Q2 2024
Reduced 99.01%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
47
shares
|
$2,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
47
shares
|
$2,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
36
shares
|
$2,224
0.0% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
24
shares
|
$1,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
16
shares
|
$988
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11
shares
|
$679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
7
shares
|
$432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
6
shares
|
$370
0.0% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$185
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3
shares
|
$185
0.0% of portfolio
|
Q2 2023
Reduced 99.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|