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
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 10.46% |
$6.99M - $8.2M
|
1.17M
$84.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2KNew |
$2.67M - $3.14M
|
42.2K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 38.3% |
$2.33M - $2.73M
|
133K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$2.27M - $2.66M
|
35.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.6KNew |
$2M - $2.35M
|
31.6K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2K+ 827.89% |
$1.97M - $2.32M
|
34.9K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 146.0% |
$1.12M - $1.32M
|
29.9K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.6K+ 36.14% |
$1.11M - $1.31M
|
66.3K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1K+ 14.57% |
$958K - $1.12M
|
119K
$8.65M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 288.83% |
$924K - $1.08M
|
19.6K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12KNew |
$760K - $892K
|
12K
$873K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 19.61% |
$643K - $754K
|
61.9K
$4.5M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.87KNew |
$626K - $734K
|
9.87K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.92KNew |
$438K - $514K
|
6.92K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 23.49% |
$325K - $382K
|
27K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.08K+ 46.25% |
$322K - $378K
|
16.1K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.73KNew |
$300K - $351K
|
4.73K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.62K+ 168.37% |
$293K - $343K
|
7.36K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 17.98% |
$255K - $299K
|
26.4K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.98KNew |
$252K - $296K
|
3.98K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.96K+ 22.3% |
$251K - $294K
|
21.7K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92KNew |
$248K - $291K
|
3.92K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$243K - $285K
|
3.84K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.55K+ 4.21% |
$225K - $264K
|
87.8K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.48KNew |
$220K - $258K
|
3.48K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.31KNew |
$210K - $246K
|
3.31K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12K+ 13.73% |
$198K - $232K
|
25.9K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 5.01% |
$152K - $178K
|
50.2K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 15.7% |
$144K - $169K
|
16.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150000.0% |
$95K - $112K
|
1.5K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 172.69% |
$78.1K - $91.7K
|
1.95K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 53.41% |
$75.3K - $88.4K
|
3.42K
$249K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
898+ 7.85% |
$56.9K - $66.8K
|
12.3K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
536New |
$34K - $39.9K
|
536
$39K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
236New |
$15K - $17.5K
|
236
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.14% |
$63.4 - $74.4
|
729
$53.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 2.28% |
$634 - $744
|
429
$31.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77- 1.45% |
$4.88K - $5.72K
|
5.23K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-125- 0.98% |
$7.92K - $9.29K
|
12.7K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-284- 3.57% |
$18K - $21.1K
|
7.68K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-422- 2.01% |
$26.7K - $31.4K
|
20.6K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-457- 5.48% |
$29K - $34K
|
7.88K
$573K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-570- 0.25% |
$36.1K - $42.4K
|
227K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.55K- 14.02% |
$225K - $264K
|
21.7K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.56K- 6.84% |
$289K - $339K
|
62.1K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.43K- 17.97% |
$471K - $552K
|
33.9K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.97K- 80.92% |
$569K - $667K
|
2.12K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.76K- 39.63% |
$618K - $726K
|
14.9K
$1.08M
|