Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.8K+ 5.78% |
$5.16M - $5.73M
|
1.26M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.5K+ 24.42% |
$2.59M - $2.87M
|
176K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 153.45% |
$2M - $2.22M
|
44K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 74.81% |
$1.83M - $2.03M
|
57K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
23.2KNew |
$1.74M - $1.93M
|
23.2K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 98.55% |
$1.24M - $1.38M
|
33.3K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 26.91% |
$1.08M - $1.2M
|
67.7K
$5.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 37.51% |
$891K - $990K
|
43.6K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.98K+ 49.0% |
$674K - $748K
|
27.3K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$572K - $636K
|
7.63K
$628K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.94K+ 33.04% |
$445K - $495K
|
23.9K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.91KNew |
$293K - $326K
|
3.91K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$273K - $303K
|
3.64K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.48K+ 4.89% |
$261K - $290K
|
74.6K
$6.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2.87KNew |
$215K - $239K
|
2.87K
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.77KNew |
$208K - $231K
|
2.77K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.69KNew |
$201K - $224K
|
2.69K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$173K - $192K
|
2.31K
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11K+ 1.62% |
$158K - $176K
|
132K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99K+ 41.76% |
$149K - $166K
|
6.76K
$556K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$111K - $124K
|
1.48K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36K+ 2.17% |
$102K - $113K
|
63.9K
$5.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29KNew |
$96.5K - $107K
|
1.29K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 2.01% |
$75.1K - $83.4K
|
50.9K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
976+ 25.04% |
$73.2K - $81.3K
|
4.87K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
916+ 10.93% |
$68.7K - $76.3K
|
9.3K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
625New |
$46.9K - $52.1K
|
625
$51.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
605New |
$45.4K - $50.4K
|
605
$49.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302+ 5.83% |
$22.7K - $25.2K
|
5.48K
$451K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
301New |
$22.6K - $25.1K
|
301
$24.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
298+ 726.83% |
$22.4K - $24.8K
|
339
$27.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
277+ 3.14% |
$20.8K - $23.1K
|
9.11K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
251+ 7.16% |
$18.8K - $20.9K
|
3.76K
$309K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 27.66% |
$16.6K - $18.4K
|
1.02K
$83.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
168+ 430.77% |
$12.6K - $14K
|
207
$17K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94+ 6.35% |
$7.05K - $7.83K
|
1.57K
$130K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
79New |
$5.93K - $6.58K
|
79
$6.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
57New |
$4.28K - $4.75K
|
57
$4.69K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
34New |
$2.55K - $2.83K
|
34
$2.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 6.43% |
$2.18K - $2.42K
|
480
$39.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
14New |
$1.05K - $1.17K
|
14
$1.15K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
4New |
$300 - $333
|
4
$329
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$225 - $250
|
4.33K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$75 - $83.3
|
1
$82.3
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3- 14.29% |
$225 - $250
|
18
$1.48K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-43- 0.89% |
$3.23K - $3.58K
|
4.78K
$394K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-65- 97.01% |
$4.88K - $5.41K
|
2
$165
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-108- 0.48% |
$8.1K - $9K
|
22.3K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-157- 1.64% |
$11.8K - $13.1K
|
9.41K
$774K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-300- 52.36% |
$22.5K - $25K
|
273
$22.5K
|
|