Purchases and Sales Made in Q2 2021 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
76.7KNew |
$3.43M - $3.73M
|
76.7K
$5.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.2KNew |
$2.91M - $3.17M
|
65.2K
$4.33M
|
|
|
Jul 19, 2021
Q2 2021
|
Newfound Research LLC
|
BUY
|
- |
21.8K+ 33.7% |
$975K - $1.06M
|
86.5K
$5.75M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.7KNew |
$567K - $617K
|
12.7K
$843K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 117.31% |
$485K - $528K
|
20.1K
$1.34M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3KNew |
$460K - $500K
|
10.3K
$684K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.64KNew |
$207K - $226K
|
4.64K
$308K
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$188K - $205K
|
4.21K
$280K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.27K+ 3.43% |
$101K - $110K
|
68.2K
$4.54M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.94K+ 1.75% |
$86.9K - $94.6K
|
113K
$7.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.93K+ 2.38% |
$86.1K - $93.7K
|
82.9K
$5.51M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
783+ 61.12% |
$35K - $38.1K
|
2.06K
$137K
|
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
594+ 1.91% |
$26.6K - $28.9K
|
31.7K
$2.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
372New |
$16.6K - $18.1K
|
372
$24.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
352+ 1.78% |
$15.7K - $17.1K
|
20.1K
$1.34M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2+ 0.02% |
$89.4 - $97.3
|
8.31K
$553K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$44.7 - $48.7
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-95- 7.76% |
$4.25K - $4.62K
|
1.13K
$75.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-380- 79.17% |
$17K - $18.5K
|
100
$6.65K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-845- 6.87% |
$37.8K - $41.1K
|
11.5K
$762K
|
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-912- 9.92% |
$40.8K - $44.4K
|
8.28K
$550K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-912- 16.75% |
$40.8K - $44.4K
|
4.53K
$301K
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.3K- 22.41% |
$58.1K - $63.3K
|
4.5K
$299K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.12KClosed |
$184K - $200K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.36K- 18.23% |
$284K - $309K
|
28.5K
$1.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.98K- 87.46% |
$312K - $339K
|
1K
$66.5K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.51K- 26.65% |
$380K - $414K
|
23.4K
$1.56M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.4K- 70.26% |
$1.09M - $1.19M
|
10.3K
$687K
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 79.18% |
$2.1M - $2.29M
|
12.4K
$821K
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-95KClosed |
$4.25M - $4.62M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-122KClosed |
$5.45M - $5.94M
|
0
$0
|