Institutional Ownership Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,054,710
shares
|
$75.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
227,520
shares
|
$16.3 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
103,767
shares
|
$7.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
95,937
shares
|
$6.88 Million
0.01% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
84,222
shares
|
$6.04 Million
0.06% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
66,651
shares
|
$4.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$4.65 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
51,714
shares
|
$3.71 Million
0.06% of portfolio
|
Q4 2024
Added 129.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,682
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
47,805
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 215.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,332
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 87.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,286
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
35,270
shares
|
$2.53 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.16 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
26,116
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
24,625
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Added 151.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
22,738
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
22,398
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,854
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
21,024
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 61.72%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,400
shares
|
$1.32 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,749
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,509
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 24.38%
|