Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$6.8M - $7.61M
|
104K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.3KNew |
$2.31M - $2.59M
|
35.3K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.6K+ 215.11% |
$2.14M - $2.39M
|
47.8K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.2K+ 129.8% |
$1.91M - $2.14M
|
51.7K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.4K+ 100.54% |
$1.6M - $1.79M
|
48.7K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 87.41% |
$1.26M - $1.41M
|
41.3K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$1.21M - $1.35M
|
18.4K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.8K+ 151.66% |
$972K - $1.09M
|
24.6K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 621.47% |
$626K - $700K
|
11.1K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.8KNew |
$576K - $645K
|
8.8K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.02K+ 61.72% |
$525K - $588K
|
21K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.16K+ 25.44% |
$469K - $525K
|
35.3K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.13K+ 8.03% |
$467K - $523K
|
95.9K
$6.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.59K+ 41.66% |
$431K - $483K
|
22.4K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.31KNew |
$347K - $389K
|
5.31K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.05KNew |
$331K - $370K
|
5.05K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.85K+ 6.11% |
$318K - $356K
|
84.2K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.77KNew |
$247K - $276K
|
3.77K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.25KNew |
$213K - $239K
|
3.25K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.18K+ 21.84% |
$208K - $233K
|
17.7K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.84K+ 24.38% |
$186K - $209K
|
14.5K
$967K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.67K+ 13.94% |
$175K - $196K
|
21.9K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.63K+ 31.4% |
$172K - $192K
|
11K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.36KNew |
$155K - $173K
|
2.36K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.23KNew |
$146K - $163K
|
2.23K
$148K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 130.2% |
$102K - $114K
|
2.74K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
730New |
$47.8K - $53.5K
|
730
$48.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
460New |
$30.1K - $33.7K
|
460
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
439New |
$28.8K - $32.2K
|
439
$29.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210New |
$13.8K - $15.4K
|
210
$14K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$1.44K - $1.61K
|
4.5K
$300K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.31K - $1.47K
|
20
$1.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 69.57% |
$1.05K - $1.17K
|
39
$2.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-18- 7.41% |
$1.18K - $1.32K
|
225
$15K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-79- 0.61% |
$5.17K - $5.79K
|
12.8K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-162- 1.4% |
$10.6K - $11.9K
|
11.4K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-234- 1.02% |
$15.3K - $17.2K
|
22.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-287- 16.24% |
$18.8K - $21K
|
1.48K
$98.6K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-830- 3.18% |
$54.4K - $60.9K
|
25.3K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.13K- 12.43% |
$74K - $82.9K
|
7.96K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.64K- 5.18% |
$239K - $267K
|
66.7K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.01K- 1.73% |
$262K - $294K
|
228K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 36.27% |
$453K - $507K
|
12.2K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 0.99% |
$693K - $776K
|
1.05M
$70.3M
|