Institutional Ownership Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,258,647
shares
|
$104 Million
0.03% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
227,562
shares
|
$18.7 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
175,834
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 24.42%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
148,077
shares
|
$12.2 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
132,268
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
74,633
shares
|
$6.14 Million
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
67,714
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Added 26.91%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$5.33 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
63,924
shares
|
$5.26 Million
0.07% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
57,614
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
57,008
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2025
Added 74.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
54,934
shares
|
$4.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
50,873
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
43,971
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Added 153.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,558
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2025
Added 37.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
33,331
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 98.55%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.47 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
27,312
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Added 49.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
23,914
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2025
Added 33.04%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
23,227
shares
|
$1.91 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,302
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,382
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,952
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.08%
|
|