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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
20,695
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,952
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,706
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 78.69%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
18,400
shares
|
$1.46 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,330
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
17,975
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
17,349
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,787
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
14,865
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.63%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,680
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,089
shares
|
$882,462
0.08% of portfolio
|
Q2 2025
Added 424.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,945
shares
|
$791,423
0.0% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9,568
shares
|
$761,421
0.53% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
9,000
shares
|
$716,220
0.06% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,831
shares
|
$702,770
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,384
shares
|
$667,198
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
7,878
shares
|
$626,931
0.21% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$599,476
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,397
shares
|
$588,653
0.01% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
6,980
shares
|
$555,468
0.23% of portfolio
|
Q2 2025
Added 93.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,811
shares
|
$542,019
0.03% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
6,610
shares
|
$526,023
0.08% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,179
shares
|
$412,144
0.0% of portfolio
|
Q2 2025
Added 166.0%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,826
shares
|
$384,053
0.01% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,768
shares
|
$379,437
0.1% of portfolio
|
Q2 2025
Added 46.57%
|