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 $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,757
shares
|
$309,163
0.0% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,635
shares
|
$299,124
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,595
shares
|
$295,832
0.01% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,010
shares
|
$247,692
0.0% of portfolio
|
Q3 2025
Reduced 85.46%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
2,871
shares
|
$236,254
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,768
shares
|
$227,778
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,686
shares
|
$221,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,310
shares
|
$190,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,988
shares
|
$163,592
0.01% of portfolio
|
Q3 2025
Reduced 82.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,574
shares
|
$129,524
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,484
shares
|
$122,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,286
shares
|
$105,824
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,020
shares
|
$83,935
0.0% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
625
shares
|
$51,431
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
605
shares
|
$49,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
562
shares
|
$46,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
480
shares
|
$39,499
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
460
shares
|
$37,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
429
shares
|
$35,302
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
339
shares
|
$27,896
0.0% of portfolio
|
Q3 2025
Added 726.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
301
shares
|
$24,769
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$24,687
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
273
shares
|
$22,465
0.0% of portfolio
|
Q3 2025
Reduced 52.36%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
207
shares
|
$17,034
0.0% of portfolio
|
Q3 2025
Added 430.77%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
79
shares
|
$6,500
0.0% of portfolio
|
Q3 2025
New holding
|
|