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 81 institutions that hold shares in the stock, with a total of 2.97 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,189,877
shares
|
$94.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
228,747
shares
|
$18.2 Million
2.06% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
150,134
shares
|
$11.9 Million
1.5% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
141,318
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
130,159
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
71,151
shares
|
$5.66 Million
0.03% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$5.16 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
62,569
shares
|
$4.98 Million
0.07% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
59,997
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
58,485
shares
|
$4.65 Million
0.02% of portfolio
|
Q2 2025
Added 373.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
53,356
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
49,872
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
44,696
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 27.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,444
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
32,611
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 20.84%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.39 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
28,876
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,300
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
27,259
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,257
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
24,972
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.82%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
22,410
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,985
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|