Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Low Vola (FDLO)
This table provides information about the institutional ownership of Fidelity Covington Tr Low Vola (FDLO) during Q4 2025. 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 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.1K+ 274.39% |
$1.23M - $1.27M
|
26K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11.6K+ 473.62% |
$750K - $775K
|
14.1K
$930K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
956+ 1.22% |
$61.7K - $63.8K
|
79.4K
$5.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
427+ 10.23% |
$27.6K - $28.5K
|
4.6K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
263+ 1.82% |
$17K - $17.5K
|
14.7K
$971K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.34% |
$1.1K - $1.13K
|
5.09K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15+ 0.32% |
$968 - $1K
|
4.76K
$314K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
9+ 0.25% |
$581 - $600
|
3.61K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
7New |
$452 - $467
|
7
$463
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.07% |
$387 - $400
|
8.57K
$567K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-119- 0.74% |
$7.68K - $7.94K
|
15.9K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
SELL
|
- |
-177- 0.9% |
$11.4K - $11.8K
|
19.5K
$1.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-800- 3.02% |
$51.6K - $53.4K
|
25.7K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-818- 11.37% |
$52.8K - $54.6K
|
6.38K
$422K
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.21K- 13.28% |
$77.8K - $80.4K
|
7.88K
$521K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.46K- 29.95% |
$159K - $164K
|
5.76K
$381K
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-3.4K- 2.87% |
$219K - $226K
|
115K
$7.6M
|
|