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 69 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,165,063
shares
|
$77.1 Million
0.03% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
226,950
shares
|
$15 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
145,537
shares
|
$9.63 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
132,685
shares
|
$8.78 Million
0.02% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
103,767
shares
|
$6.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
87,771
shares
|
$5.81 Million
0.05% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$4.29 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
62,091
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
61,857
shares
|
$4.09 Million
0.07% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
50,200
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,682
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,332
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Added 87.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,286
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$1.99 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
26,425
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
24,625
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 151.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
22,738
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,854
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,741
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
21,024
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 61.72%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,400
shares
|
$1.22 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,749
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,509
shares
|
$959,770
0.0% of portfolio
|
Q4 2024
Added 24.38%
|