Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q4 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MOMENTUM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35K+ 4.18% |
$1.57M - $1.86M
|
873K
$59.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
32.4KNew |
$1.45M - $1.72M
|
32.4K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 132.88% |
$841K - $998K
|
32.9K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.4KNew |
$823K - $977K
|
18.4K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3KNew |
$553K - $656K
|
12.3K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.8K+ 187.18% |
$527K - $625K
|
18K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.45K+ 35.57% |
$245K - $290K
|
20.8K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.29KNew |
$237K - $282K
|
5.29K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$189K - $224K
|
4.21K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.75K+ 29.14% |
$123K - $146K
|
12.2K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.2K+ 3.85% |
$98.6K - $117K
|
59.3K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.93K+ 3.17% |
$86.6K - $103K
|
62.8K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
948+ 9.56% |
$42.5K - $50.4K
|
10.9K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
744+ 2.98% |
$33.4K - $39.6K
|
25.7K
$1.75M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
659+ 2.2% |
$29.5K - $35.1K
|
30.7K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$7.49K - $8.88K
|
167
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$404 - $479
|
9
$613
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$44.8 - $53.2
|
13.4K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157- 0.51% |
$7.04K - $8.35K
|
30.7K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 1.75% |
$8.97K - $10.6K
|
11.2K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-374- 95.9% |
$16.8K - $19.9K
|
16
$1.09K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-467- 7.94% |
$20.9K - $24.8K
|
5.42K
$369K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 7.54% |
$94.2K - $112K
|
25.7K
$1.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.37K- 2.75% |
$106K - $126K
|
83.6K
$5.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.72K- 1.11% |
$122K - $145K
|
243K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.94K- 18.5% |
$222K - $263K
|
21.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 69.88% |
$568K - $674K
|
5.46K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.1K- 36.27% |
$814K - $965K
|
31.9K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 44.58% |
$5.07M - $6.02M
|
141K
$9.57M
|