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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,504
shares
|
$358,428
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,326
shares
|
$344,263
0.12% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
4,168
shares
|
$331,689
0.08% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$318,320
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,898
shares
|
$310,202
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,506
shares
|
$279,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,493
shares
|
$277,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$271,765
0.01% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
2,652
shares
|
$211,046
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
2,360
shares
|
$187,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,480
shares
|
$117,778
0.0% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
961
shares
|
$76,476
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
799
shares
|
$63,584
0.0% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
573
shares
|
$45,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
562
shares
|
$44,723
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
460
shares
|
$36,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
451
shares
|
$35,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
429
shares
|
$34,139
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$23,874
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
139
shares
|
$11,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
80
shares
|
$6,366
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
79
shares
|
$6,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
67
shares
|
$5,331
0.0% of portfolio
|
Q2 2025
Reduced 98.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
41
shares
|
$3,262
0.0% of portfolio
|
Q2 2025
New holding
|