Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
4.18KNew |
$339K - $359K
|
4.18K
$344K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.74K+ 39.7% |
$303K - $321K
|
13.1K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.53K+ 126550.0% |
$205K - $217K
|
2.53K
$208K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.36KNew |
$191K - $203K
|
2.36K
$194K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 75.58% |
$141K - $150K
|
4.06K
$334K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
118New |
$9.56K - $10.1K
|
118
$9.71K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
74+ 1.55% |
$6K - $6.35K
|
4.86K
$400K
|
|
|
Jan 22, 2026
Q4 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
13+ 0.11% |
$1.05K - $1.12K
|
11.9K
$981K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-147- 1.61% |
$11.9K - $12.6K
|
8.96K
$737K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 1.29% |
$20.4K - $21.6K
|
19.3K
$1.59M
|
|