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 87 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,595
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,506
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,526
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 71.98%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,904
shares
|
$979,580
0.42% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,411
shares
|
$774,431
0.55% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
9,300
shares
|
$765,297
0.01% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
9,108
shares
|
$749,497
0.02% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
9,000
shares
|
$740,610
0.06% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
7,878
shares
|
$648,280
0.22% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,631
shares
|
$627,954
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$619,890
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,485
shares
|
$615,940
0.0% of portfolio
|
Q3 2025
Reduced 59.99%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,980
shares
|
$574,384
0.24% of portfolio
|
Q2 2025
Added 93.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,942
shares
|
$571,257
0.01% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,811
shares
|
$560,477
0.03% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,759
shares
|
$556,198
0.13% of portfolio
|
Q3 2025
Added 41.76%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,610
shares
|
$543,936
0.06% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,481
shares
|
$451,031
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,874
shares
|
$401,081
0.09% of portfolio
|
Q3 2025
Added 25.04%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,783
shares
|
$393,593
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,504
shares
|
$370,634
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,329
shares
|
$356,233
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
4,168
shares
|
$342,984
0.08% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$329,160
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,912
shares
|
$321,918
0.16% of portfolio
|
Q3 2025
New holding
|
|