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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
12,668
shares
|
$837,988
0.43% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,154
shares
|
$803,987
0.0% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,443
shares
|
$756,954
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,984
shares
|
$726,591
0.0% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,800
shares
|
$582,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,335
shares
|
$551,360
0.22% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,960
shares
|
$526,554
0.04% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$498,307
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,364
shares
|
$487,128
0.01% of portfolio
|
Q1 2025
Added 168.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,690
shares
|
$442,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,610
shares
|
$437,251
0.07% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
5,229
shares
|
$345,898
0.07% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,504
shares
|
$297,939
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$290,398
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$264,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
3,977
shares
|
$263,078
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,919
shares
|
$259,241
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,765
shares
|
$249,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
3,602
shares
|
$238,272
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,475
shares
|
$229,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,253
shares
|
$215,185
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
2,360
shares
|
$156,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,226
shares
|
$147,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,116
shares
|
$139,973
0.01% of portfolio
|
Q1 2025
Reduced 80.92%
|