Latest Institutional Transactions on Fidelity Covington Tr Momentum (FDMO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Momentum (FDMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 27.66% |
$16.6K - $18.4K
|
1.02K
$83.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.1K- 82.07% |
$683K - $758K
|
1.99K
$164K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$111K - $124K
|
1.48K
$122K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-495- 12.1% |
$37.1K - $41.2K
|
3.6K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 85.46% |
$1.33M - $1.47M
|
3.01K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.2K- 71.98% |
$2.41M - $2.68M
|
12.5K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.88K- 15.34% |
$291K - $323K
|
21.4K
$1.76M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-455- 6.15% |
$34.1K - $37.9K
|
6.94K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302+ 5.83% |
$22.7K - $25.2K
|
5.48K
$451K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.55K- 6.07% |
$266K - $296K
|
54.9K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.98K+ 49.0% |
$674K - $748K
|
27.3K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 153.45% |
$2M - $2.22M
|
44K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
605New |
$45.4K - $50.4K
|
605
$49.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36K+ 2.17% |
$102K - $113K
|
63.9K
$5.26M
|
|
|
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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
251+ 7.16% |
$18.8K - $20.9K
|
3.76K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
976+ 25.04% |
$73.2K - $81.3K
|
4.87K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11K+ 1.62% |
$158K - $176K
|
132K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
301New |
$22.6K - $25.1K
|
301
$24.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3- 14.29% |
$225 - $250
|
18
$1.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.48K+ 4.89% |
$261K - $290K
|
74.6K
$6.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.69KNew |
$201K - $224K
|
2.69K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$75 - $83.3
|
1
$82.3
|
|
|
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 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
298+ 726.83% |
$22.4K - $24.8K
|
339
$27.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 6.43% |
$2.18K - $2.42K
|
480
$39.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 74.81% |
$1.83M - $2.03M
|
57K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.19K- 0.52% |
$88.9K - $98.7K
|
228K
$18.7M
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$273K - $303K
|
3.64K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 98.55% |
$1.24M - $1.38M
|
33.3K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-300- 52.36% |
$22.5K - $25K
|
273
$22.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-65- 97.01% |
$4.88K - $5.41K
|
2
$165
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.91KNew |
$293K - $326K
|
3.91K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.8K+ 5.78% |
$5.16M - $5.73M
|
1.26M
$104M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.63KNew |
$572K - $636K
|
7.63K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
625New |
$46.9K - $52.1K
|
625
$51.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-108- 0.48% |
$8.1K - $9K
|
22.3K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.2K- 59.99% |
$842K - $935K
|
7.49K
$616K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
34New |
$2.55K - $2.83K
|
34
$2.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
916+ 10.93% |
$68.7K - $76.3K
|
9.3K
$765K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.4K- 42.84% |
$928K - $1.03M
|
16.5K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
23.2KNew |
$1.74M - $1.93M
|
23.2K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.06K- 1.37% |
$154K - $171K
|
148K
$12.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 10.87% |
$179K - $199K
|
19.6K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.77KNew |
$208K - $231K
|
2.77K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
168+ 430.77% |
$12.6K - $14K
|
207
$17K
|
|