Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
247KNew |
$11M - $12M
|
247K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
96.8KNew |
$4.31M - $4.68M
|
96.8K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6KNew |
$1.14M - $1.24M
|
25.6K
$1.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.6K+ 50.83% |
$738K - $802K
|
49.2K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.8K+ 303.81% |
$568K - $617K
|
17K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.8KNew |
$524K - $570K
|
11.8K
$847K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.87KNew |
$395K - $429K
|
8.87K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.87KNew |
$395K - $429K
|
8.87K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.7K+ 9.39% |
$209K - $227K
|
54.7K
$3.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$188K - $204K
|
4.21K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.4K+ 8.66% |
$151K - $164K
|
42.6K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.08K+ 20.47% |
$137K - $149K
|
18.1K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.94K+ 13.65% |
$131K - $142K
|
24.5K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 16.19% |
$61.3K - $66.6K
|
9.88K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
182+ 45.27% |
$8.1K - $8.8K
|
584
$42K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25New |
$1.11K - $1.21K
|
25
$1.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$134 - $145
|
5.88K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-251- 5.24% |
$11.2K - $12.1K
|
4.54K
$326K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-471- 3.04% |
$21K - $22.8K
|
15K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-857- 5.97% |
$38.1K - $41.4K
|
13.5K
$969K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 4.77% |
$63.1K - $68.6K
|
28.3K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.53K- 18.78% |
$68.2K - $74.1K
|
6.63K
$476K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 4.56% |
$113K - $123K
|
53.2K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 11.54% |
$129K - $140K
|
22.2K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.95K- 13.55% |
$220K - $239K
|
31.5K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.4K- 87.59% |
$508K - $552K
|
1.62K
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.3K- 3.02% |
$1.17M - $1.27M
|
847K
$60.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32K- 80.92% |
$1.42M - $1.55M
|
7.53K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.6K- 67.55% |
$1.45M - $1.58M
|
15.7K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.3K- 12.5% |
$1.66M - $1.8M
|
261K
$18.8M
|