Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 2024. 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 15.71% |
$7.94M - $9.08M
|
1.04M
$74.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.5KNew |
$2.51M - $2.87M
|
44.5K
$3.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 120.59% |
$1.53M - $1.75M
|
49.7K
$3.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.6K+ 111.49% |
$1.1M - $1.26M
|
37.2K
$2.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 114.77% |
$838K - $958K
|
27.8K
$2M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 24.95% |
$604K - $691K
|
53.7K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.45K+ 15.21% |
$532K - $609K
|
71.6K
$5.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.97K+ 47.03% |
$392K - $448K
|
21.8K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.94K+ 133.77% |
$334K - $382K
|
10.4K
$746K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 78.5% |
$274K - $313K
|
11K
$794K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.6K+ 12.28% |
$203K - $232K
|
32.9K
$2.37M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.46K+ 4.43% |
$195K - $223K
|
81.6K
$5.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.34K+ 40.38% |
$132K - $151K
|
8.14K
$585K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.18K+ 62.02% |
$123K - $140K
|
5.69K
$409K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 4.61% |
$68.8K - $78.6K
|
27.7K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
801+ 3.58% |
$45.1K - $51.6K
|
23.2K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
559+ 187.58% |
$31.5K - $36K
|
857
$61.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
508+ 3.89% |
$28.6K - $32.7K
|
13.6K
$974K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
502New |
$28.3K - $32.3K
|
502
$36.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
242New |
$13.6K - $15.6K
|
242
$17.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 8.0% |
$113 - $129
|
23
$1.65K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-239- 0.79% |
$13.5K - $15.4K
|
30K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-239- 0.79% |
$13.5K - $15.4K
|
30K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-651- 5.62% |
$36.7K - $41.9K
|
10.9K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-695- 17.09% |
$39.1K - $44.7K
|
3.37K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 1.35% |
$57.4K - $65.7K
|
74.3K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.15K- 22.85% |
$177K - $203K
|
10.6K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.66K- 67.02% |
$262K - $300K
|
2.29K
$165K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.16K- 2.17% |
$291K - $332K
|
232K
$16.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.32K- 29.23% |
$356K - $407K
|
15.3K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 38.15% |
$623K - $713K
|
17.9K
$1.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 81.59% |
$1.13M - $1.29M
|
4.53K
$326K
|