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 83 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
20,695
shares
|
$1.71 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
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,706
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 78.69%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
18,400
shares
|
$1.52 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,330
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
17,349
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,787
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
14,865
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.63%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,904
shares
|
$983,865
0.42% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,089
shares
|
$916,505
0.08% of portfolio
|
Q2 2025
Added 424.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,945
shares
|
$821,954
0.0% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,411
shares
|
$777,819
0.55% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
9,108
shares
|
$752,776
0.02% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
9,000
shares
|
$743,850
0.06% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,384
shares
|
$692,937
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
7,878
shares
|
$651,116
0.21% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$622,602
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,397
shares
|
$611,362
0.01% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,980
shares
|
$576,897
0.24% of portfolio
|
Q2 2025
Added 93.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,811
shares
|
$562,929
0.03% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,759
shares
|
$558,631
0.13% of portfolio
|
Q3 2025
Added 41.76%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
6,610
shares
|
$546,316
0.08% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,179
shares
|
$428,044
0.0% of portfolio
|
Q2 2025
Added 166.0%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,783
shares
|
$395,314
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|