Latest Institutional Purchases of Fidelity Covington Tr Momentum (FDMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Momentum (FDMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
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
$68.5M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.21K+ 1572.39% |
$248K - $279K
|
4.48K
$305K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.92% |
$95.1K - $107K
|
15.2K
$1.03M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 15.71% |
$7.94M - $9.08M
|
1.04M
$70.7M
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.6K+ 111.49% |
$1.1M - $1.26M
|
37.2K
$2.53M
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 114.77% |
$838K - $958K
|
27.8K
$1.9M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.45K+ 15.21% |
$532K - $609K
|
71.6K
$4.88M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.97K+ 47.03% |
$392K - $448K
|
21.8K
$1.48M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.94K+ 133.77% |
$334K - $382K
|
10.4K
$707K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 78.5% |
$274K - $313K
|
11K
$752K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.6K+ 12.28% |
$203K - $232K
|
32.9K
$2.24M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.46K+ 4.43% |
$195K - $223K
|
81.6K
$5.56M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.34K+ 40.38% |
$132K - $151K
|
8.14K
$554K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.18K+ 62.02% |
$123K - $140K
|
5.69K
$387K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
801+ 3.58% |
$45.1K - $51.6K
|
23.2K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
559+ 187.58% |
$31.5K - $36K
|
857
$58.4K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
502New |
$28.3K - $32.3K
|
502
$34.2K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
242New |
$13.6K - $15.6K
|
242
$16.5K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$740K - $867K
|
14.3K
$976K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.69KNew |
$345K - $405K
|
6.69K
$456K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.33KNew |
$223K - $262K
|
4.33K
$295K
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$206K - $242K
|
4K
$272K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$198K - $232K
|
3.83K
$261K
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$186K - $218K
|
3.6K
$245K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 8.75% |
$49.1K - $57.5K
|
11.8K
$805K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
714New |
$36.8K - $43.2K
|
714
$48.6K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$2.63K - $3.08K
|
51
$3.47K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20New |
$1.03K - $1.21K
|
20
$1.36K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$155 - $181
|
5.42K
$369K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$189K - $224K
|
4.21K
$287K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$7.49K - $8.88K
|
167
$11.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$404 - $479
|
9
$613
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.81KNew |
$287K - $307K
|
6.81K
$464K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$27.8K - $29.7K
|
660
$44.9K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
151New |
$6.36K - $6.8K
|
151
$10.3K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$842 - $900
|
20
$1.36K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47.7KNew |
$1.97M - $2.18M
|
47.7K
$3.25M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
16.5K+ 21.97% |
$681K - $755K
|
91.6K
$6.24M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 292.2% |
$35.6K - $39.4K
|
1.16K
$78.8K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92New |
$3.8K - $4.21K
|
92
$6.26K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.93KNew |
$203K - $237K
|
4.93K
$336K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
949+ 6.68% |
$39K - $45.6K
|
15.2K
$1.03M
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$18.2K - $23.2K
|
450
$30.6K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
28New |
$1.13K - $1.44K
|
28
$1.91K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48KNew |
$2.22M - $2.59M
|
48K
$3.27M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300New |
$13.9K - $16.2K
|
300
$20.4K
|