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 65 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,793
shares
|
$845,489
0.45% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,154
shares
|
$803,257
0.0% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,443
shares
|
$756,267
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
11,089
shares
|
$732,872
0.08% of portfolio
|
Q4 2024
Added 621.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,984
shares
|
$725,932
0.0% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,800
shares
|
$581,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,335
shares
|
$550,860
0.22% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,960
shares
|
$526,076
0.04% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$497,855
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,690
shares
|
$442,142
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,610
shares
|
$436,854
0.07% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
5,306
shares
|
$350,673
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,047
shares
|
$333,556
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,504
shares
|
$297,669
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$290,135
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$264,360
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,765
shares
|
$248,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
3,602
shares
|
$238,056
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,253
shares
|
$214,990
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,744
shares
|
$181,350
0.0% of portfolio
|
Q4 2024
Added 130.2%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
2,360
shares
|
$155,972
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,226
shares
|
$147,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$97,813
0.0% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
730
shares
|
$48,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
714
shares
|
$47,188
0.0% of portfolio
|
Q1 2024
New holding
|