Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR LOW VOLA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
27.7KNew |
$1.67M - $1.75M
|
27.7K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.4K+ 364.95% |
$1.41M - $1.48M
|
29.8K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
18.2KNew |
$1.1M - $1.15M
|
18.2K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 97.79% |
$607K - $635K
|
20.4K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.24K+ 91.5% |
$496K - $520K
|
17.2K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.62K+ 6.13% |
$218K - $228K
|
62.7K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05K+ 2005.88% |
$123K - $129K
|
2.15K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.58K+ 25.79% |
$94.9K - $99.4K
|
7.68K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$75.2K - $78.8K
|
1.25K
$78K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 16.46% |
$64.9K - $68K
|
7.63K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
276+ 452.46% |
$16.6K - $17.4K
|
337
$21.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
207New |
$12.5K - $13.1K
|
207
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
171New |
$10.3K - $10.8K
|
171
$10.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 1.68% |
$6.87K - $7.19K
|
6.92K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
61+ 0.45% |
$3.67K - $3.85K
|
13.5K
$843K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$2.83K - $2.96K
|
47
$2.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.36% |
$1.08K - $1.14K
|
5.02K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$663 - $694
|
11
$687
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.23% |
$482 - $505
|
3.48K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.18% |
$422 - $442
|
3.8K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 60.0% |
$361 - $378
|
16
$1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$60.2 - $63.1
|
21.5K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.27% |
$542 - $568
|
3.32K
$207K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-141- 0.31% |
$8.49K - $8.89K
|
44.7K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 3.03% |
$8.98K - $9.4K
|
4.77K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-166- 0.09% |
$10K - $10.5K
|
195K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-345- 2.15% |
$20.8K - $21.8K
|
15.7K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-364- 4.46% |
$21.9K - $23K
|
7.81K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-891- 15.13% |
$53.7K - $56.2K
|
5K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$74K - $77.5K
|
5.79K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-1.41K- 0.86% |
$85.2K - $89.2K
|
163K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.5K- 13.68% |
$2.5M - $2.62M
|
262K
$16.4M
|