Purchases and Sales Made in Q3 2024 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q3 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MOMENTUM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01MNew |
$59.2M - $66.6M
|
1.01M
$72.3M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.8KNew |
$2.23M - $2.51M
|
37.8K
$2.72M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 2.58% |
$1.58M - $1.78M
|
1.07M
$76.6M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 520.54% |
$1.39M - $1.56M
|
28.1K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5KNew |
$1.32M - $1.49M
|
22.5K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.74K+ 10.81% |
$456K - $513K
|
79.4K
$5.7M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.19K+ 8.81% |
$423K - $476K
|
88.8K
$6.38M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.95K+ 693.82% |
$350K - $394K
|
6.8K
$489K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 52.37% |
$320K - $360K
|
15.8K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.39KNew |
$258K - $291K
|
4.39K
$316K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.21K+ 1572.39% |
$248K - $279K
|
4.48K
$322K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 31.85% |
$207K - $233K
|
14.6K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.65K+ 20.28% |
$97.1K - $109K
|
9.79K
$703K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.92% |
$95.1K - $107K
|
15.2K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 5.5% |
$70.5K - $79.3K
|
23K
$1.65M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 6.28% |
$66.3K - $74.6K
|
19.1K
$1.37M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
725+ 6.63% |
$42.7K - $48K
|
11.7K
$838K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
690+ 137.45% |
$40.6K - $45.7K
|
1.19K
$85.7K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
562New |
$33.1K - $37.2K
|
562
$40.4K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
79New |
$4.65K - $5.23K
|
79
$5.68K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.41% |
$58.9 - $66.2
|
243
$17.5K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$58.9 - $66.2
|
1
$71.9
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-524- 22.87% |
$30.8K - $34.7K
|
1.77K
$127K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-701- 0.3% |
$41.3K - $46.4K
|
232K
$16.6M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 9.91% |
$58.9K - $66.2K
|
9.09K
$653K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.59K- 5.75% |
$93.7K - $105K
|
26.1K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.27K- 21.35% |
$134K - $150K
|
8.36K
$601K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.71K- 24.21% |
$218K - $245K
|
11.6K
$834K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.98K- 17.2% |
$234K - $264K
|
19.2K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.99K- 5.38% |
$235K - $264K
|
70.3K
$5.05M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.15K- 72.99% |
$244K - $275K
|
1.54K
$110K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.16K- 11.59% |
$303K - $341K
|
39.4K
$2.83M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.63K- 26.24% |
$508K - $572K
|
24.3K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-15K- 53.77% |
$881K - $991K
|
12.9K
$925K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 56.66% |
$1M - $1.13M
|
13K
$934K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28K- 56.45% |
$1.65M - $1.86M
|
21.6K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 58.96% |
$1.86M - $2.1M
|
22.1K
$1.59M
|