Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
195K+ 1010.3% |
$7.85M - $10M
|
214K
$14.2M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.1K+ 27.48% |
$3.35M - $4.28M
|
385K
$25.6M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.3K+ 32.43% |
$1.83M - $2.33M
|
185K
$12.3M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4K+ 106.13% |
$542K - $692K
|
26.1K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 121.9% |
$451K - $575K
|
20.3K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.94K+ 41.57% |
$280K - $357K
|
23.6K
$1.57M
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.31KNew |
$214K - $273K
|
5.31K
$353K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
5.27K+ 59.0% |
$213K - $272K
|
14.2K
$944K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.04K+ 419.75% |
$82.3K - $105K
|
2.53K
$168K
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 10.24% |
$75.8K - $96.7K
|
20.2K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.35K+ 7.5% |
$54.4K - $69.4K
|
19.3K
$1.28M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$18.2K - $23.2K
|
450
$29.9K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
256+ 5.48% |
$10.3K - $13.2K
|
4.93K
$327K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
235New |
$9.48K - $12.1K
|
235
$15.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
224+ 2.01% |
$9.04K - $11.5K
|
11.4K
$758K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 0.5% |
$7.83K - $9.99K
|
38.9K
$2.59M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 0.5% |
$7.83K - $9.99K
|
38.9K
$2.59M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
28New |
$1.13K - $1.44K
|
28
$1.86K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40.4 - $51.5
|
1
$66.5
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-100- 2.23% |
$4.04K - $5.15K
|
4.38K
$291K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-235Closed |
$9.48K - $12.1K
|
0
$0
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-250- 52.08% |
$10.1K - $12.9K
|
230
$15.3K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-372Closed |
$15K - $19.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-675- 97.97% |
$27.2K - $34.8K
|
14
$931
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-996- 13.48% |
$40.2K - $51.3K
|
6.39K
$425K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 6.53% |
$46.5K - $59.3K
|
16.5K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31K- 5.47% |
$52.7K - $67.2K
|
22.6K
$1.5M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.45K- 5.55% |
$58.7K - $74.9K
|
24.7K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.19K- 23.82% |
$88.3K - $113K
|
7K
$465K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.35K- 31.08% |
$95K - $121K
|
5.22K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.21KClosed |
$170K - $217K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.41KClosed |
$218K - $278K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.43K- 13.08% |
$219K - $280K
|
36.1K
$2.4M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.95K- 37.87% |
$281K - $358K
|
11.4K
$758K
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-15.6K- 17.68% |
$628K - $801K
|
72.4K
$4.81M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-25.1KClosed |
$1.01M - $1.29M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-65.6KClosed |
$2.65M - $3.38M
|
0
$0
|