Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
146KNew |
$9.22M - $10.8M
|
146K
$9.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 10.46% |
$6.99M - $8.2M
|
1.17M
$77.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 38.3% |
$2.33M - $2.73M
|
133K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 288.83% |
$924K - $1.08M
|
19.6K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 19.61% |
$643K - $754K
|
61.9K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 23.49% |
$325K - $382K
|
27K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.62K+ 168.37% |
$293K - $343K
|
7.36K
$487K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 17.98% |
$255K - $299K
|
26.4K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.98KNew |
$252K - $296K
|
3.98K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92KNew |
$248K - $291K
|
3.92K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.55K+ 4.21% |
$225K - $264K
|
87.8K
$5.81M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.48KNew |
$220K - $258K
|
3.48K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 5.01% |
$152K - $178K
|
50.2K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
236New |
$15K - $17.5K
|
236
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.14% |
$63.4 - $74.4
|
729
$48.2K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 2.28% |
$634 - $744
|
429
$28.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77- 1.45% |
$4.88K - $5.72K
|
5.23K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-125- 0.98% |
$7.92K - $9.29K
|
12.7K
$838K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-570- 0.25% |
$36.1K - $42.4K
|
227K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.55K- 14.02% |
$225K - $264K
|
21.7K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.56K- 6.84% |
$289K - $339K
|
62.1K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.97K- 80.92% |
$569K - $667K
|
2.12K
$140K
|