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 |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$97,902
0.0% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
729
shares
|
$48,223
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
714
shares
|
$47,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
562
shares
|
$37,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
460
shares
|
$30,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
429
shares
|
$28,378
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$19,845
0.0% of portfolio
|
Q1 2022
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
236
shares
|
$15,611
0.0% of portfolio
|
Q1 2025
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
225
shares
|
$14,883
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
210
shares
|
$13,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
80
shares
|
$5,292
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
79
shares
|
$5,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
51
shares
|
$3,373
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
39
shares
|
$2,579
0.0% of portfolio
|
Q4 2024
Added 69.57%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,323
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$1,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,323
0.0% of portfolio
|
Q1 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|