Latest Institutional Sells of Fidelity Covington Tr Momentum (FDMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Momentum (FDMO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 58.96% |
$1.86M - $2.1M
|
22.1K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28K- 56.45% |
$1.65M - $1.86M
|
21.6K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 56.66% |
$1M - $1.13M
|
13K
$934K
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-15K- 53.77% |
$881K - $991K
|
12.9K
$925K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.63K- 26.24% |
$508K - $572K
|
24.3K
$1.74M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.16K- 11.59% |
$303K - $341K
|
39.4K
$2.83M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.15K- 72.99% |
$244K - $275K
|
1.54K
$110K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.99K- 5.38% |
$235K - $264K
|
70.3K
$5.05M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.98K- 17.2% |
$234K - $264K
|
19.2K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.71K- 24.21% |
$218K - $245K
|
11.6K
$834K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.27K- 21.35% |
$134K - $150K
|
8.36K
$601K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.59K- 5.75% |
$93.7K - $105K
|
26.1K
$1.88M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 9.91% |
$58.9K - $66.2K
|
9.09K
$653K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-701- 0.3% |
$41.3K - $46.4K
|
232K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-524- 22.87% |
$30.8K - $34.7K
|
1.77K
$127K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-695- 17.09% |
$39.1K - $44.7K
|
3.37K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 8.0% |
$113 - $129
|
23
$1.65K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-24.3K- 74.86% |
$1.25M - $1.47M
|
8.15K
$585K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-531- 5.99% |
$27.4K - $32.1K
|
8.34K
$599K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32K- 80.92% |
$1.42M - $1.55M
|
7.53K
$541K
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 4.56% |
$113K - $123K
|
53.2K
$3.82M
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.96K- 20.92% |
$335K - $358K
|
30.1K
$2.16M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.41K- 26.73% |
$102K - $108K
|
6.61K
$475K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.66K- 33.02% |
$151K - $167K
|
7.43K
$534K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-7.64K- 10.55% |
$314K - $367K
|
64.8K
$4.66M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 65.22% |
$6.17K - $7.21K
|
80
$5.75K
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.41KClosed |
$218K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-372Closed |
$15K - $19.2K
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-37.7KClosed |
$1.75M - $2.04M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.74KClosed |
$328K - $366K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.61KClosed |
$225K - $251K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05KClosed |
$51.3K - $57.2K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-122KClosed |
$5.45M - $5.94M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-95KClosed |
$4.25M - $4.62M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.12KClosed |
$184K - $200K
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.48KClosed |
$190K - $216K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-901Closed |
$38.2K - $43.5K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-200Closed |
$8.48K - $9.66K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82KClosed |
$110K - $126K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2KClosed |
$77.9K - $89.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-600Closed |
$23.4K - $26.8K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-8Closed |
$312 - $358
|
0
$0
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$555 - $642
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.12KClosed |
$236K - $301K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11Closed |
$319 - $408
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$598K - $909K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.8KClosed |
$309K - $469K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-185Closed |
$4.83K - $7.34K
|
0
$0
|