Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MOMENTUM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 82.58% |
$6.33M - $7.37M
|
302K
$21.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
65.6KNew |
$3.03M - $3.54M
|
65.6K
$4.71M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48KNew |
$2.22M - $2.59M
|
48K
$3.45M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.6K+ 34.16% |
$1.65M - $1.92M
|
140K
$10M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
25.1KNew |
$1.16M - $1.35M
|
25.1K
$1.8M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.16KNew |
$424K - $494K
|
9.16K
$658K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
9.15K+ 90.46% |
$423K - $493K
|
19.3K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2K+ 18.72% |
$92.3K - $108K
|
12.7K
$909K
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
691+ 8.38% |
$32K - $37.3K
|
8.94K
$642K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300New |
$13.9K - $16.2K
|
300
$21.6K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
235New |
$10.9K - $12.7K
|
235
$16.9K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
209+ 2.84% |
$9.67K - $11.3K
|
7.57K
$544K
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
140+ 3.23% |
$6.48K - $7.55K
|
4.48K
$322K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47+ 1.02% |
$2.17K - $2.53K
|
4.67K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$278 - $324
|
7.39K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-44- 0.39% |
$2.04K - $2.37K
|
11.2K
$803K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-93- 11.89% |
$4.3K - $5.01K
|
689
$49.5K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-194- 0.5% |
$8.98K - $10.5K
|
38.7K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-304- 1.79% |
$14.1K - $16.4K
|
16.7K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-450Closed |
$20.8K - $24.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-742- 3.02% |
$34.3K - $40K
|
23.9K
$1.72M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-900- 14.27% |
$41.6K - $48.5K
|
5.41K
$388K
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 6.2% |
$56.1K - $65.4K
|
18.3K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.53K- 75.92% |
$70.9K - $82.6K
|
486
$34.9K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.39K- 16.12% |
$157K - $183K
|
17.6K
$1.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.45K- 11.62% |
$159K - $186K
|
26.2K
$1.88M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.49K- 16.25% |
$161K - $188K
|
18K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.74K- 16.65% |
$358K - $417K
|
38.7K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 60.86% |
$820K - $956K
|
11.4K
$820K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.1K- 44.38% |
$1.53M - $1.79M
|
41.5K
$2.99M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-37.7KClosed |
$1.75M - $2.04M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-40.4K- 31.48% |
$1.87M - $2.18M
|
88K
$6.32M
|