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 52 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,038,484
shares
|
$70.7 Million
0.02% of portfolio
|
Q2 2024
Added 15.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,005,534
shares
|
$68.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
231,528
shares
|
$15.8 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
81,612
shares
|
$5.56 Million
0.01% of portfolio
|
Q2 2024
Added 4.43%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
74,288
shares
|
$5.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
71,629
shares
|
$4.88 Million
0.05% of portfolio
|
Q2 2024
Added 15.21%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$4.41 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
37,151
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2024
Added 111.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,910
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2024
Added 12.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.05 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
29,994
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
27,845
shares
|
$1.9 Million
1.23% of portfolio
|
Q2 2024
Added 114.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
26,116
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
23,165
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,054
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
21,774
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 47.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
19,818
shares
|
$1.35 Million
1.17% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
17,944
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
15,312
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,171
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
11,049
shares
|
$752,326
0.01% of portfolio
|
Q2 2024
Added 78.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,940
shares
|
$744,904
0.0% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
10,628
shares
|
$723,660
0.0% of portfolio
|
Q2 2024
Reduced 22.85%
|