Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q1 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
329K+ 60.35% |
$13.8M - $14.8M
|
873K
$58.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
55.7KNew |
$2.35M - $2.51M
|
55.7K
$3.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
39.5KNew |
$1.66M - $1.78M
|
39.5K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 324.32% |
$852K - $910K
|
26.5K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 31.01% |
$499K - $533K
|
50K
$3.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.96K+ 37.84% |
$377K - $403K
|
32.6K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76K+ 68.63% |
$369K - $394K
|
21.5K
$1.43M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.76K+ 24.68% |
$327K - $349K
|
39.2K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.29K+ 32.46% |
$307K - $328K
|
29.7K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.81KNew |
$287K - $307K
|
6.81K
$453K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.49K+ 122.0% |
$189K - $202K
|
8.16K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 14.84% |
$46.3K - $49.5K
|
8.51K
$565K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$27.8K - $29.7K
|
660
$43.9K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
151New |
$6.36K - $6.8K
|
151
$10K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
60+ 1.45% |
$2.53K - $2.7K
|
4.2K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.78% |
$1.56K - $1.67K
|
4.79K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$842 - $900
|
20
$1.33K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$253 - $270
|
5.88K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.1 - $45
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 10.08% |
$505 - $540
|
107
$7.11K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149Closed |
$6.27K - $6.71K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-402- 50.0% |
$16.9K - $18.1K
|
402
$26.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-609- 4.07% |
$25.6K - $27.4K
|
14.3K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.18K- 3.13% |
$49.7K - $53.1K
|
36.5K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 5.55% |
$61.9K - $66.2K
|
25.1K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 8.79% |
$62.9K - $67.3K
|
15.5K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.41K- 26.73% |
$102K - $108K
|
6.61K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.67K- 26.39% |
$197K - $210K
|
13K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.39K- 1.77% |
$227K - $242K
|
298K
$19.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.96K- 20.92% |
$335K - $358K
|
30.1K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.7K- 41.49% |
$449K - $480K
|
15.1K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.2K- 46.03% |
$1.73M - $1.85M
|
48.3K
$3.21M
|