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 53 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
10,628
shares
|
$706,549
0.0% of portfolio
|
Q2 2024
Reduced 22.85%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
9,090
shares
|
$604,303
0.05% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,335
shares
|
$554,110
0.22% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
8,135
shares
|
$540,814
0.0% of portfolio
|
Q2 2024
Added 40.38%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$500,793
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
6,690
shares
|
$444,751
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,610
shares
|
$439,432
0.07% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,690
shares
|
$378,271
0.04% of portfolio
|
Q2 2024
Added 62.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,533
shares
|
$301,353
0.0% of portfolio
|
Q2 2024
Reduced 81.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,482
shares
|
$297,963
0.01% of portfolio
|
Q3 2024
Added 1572.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
4,214
shares
|
$280,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
4,000
shares
|
$265,920
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
3,602
shares
|
$239,460
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
3,372
shares
|
$224,170
0.01% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,291
shares
|
$152,305
0.0% of portfolio
|
Q2 2024
Reduced 67.02%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
857
shares
|
$56,973
0.0% of portfolio
|
Q2 2024
Added 187.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
714
shares
|
$47,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
562
shares
|
$37,361
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
502
shares
|
$33,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$19,944
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
242
shares
|
$16,088
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
80
shares
|
$5,318
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
51
shares
|
$3,390
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
23
shares
|
$1,529
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
20
shares
|
$1,329
0.0% of portfolio
|
Q1 2023
New holding
|