Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.1K+ 373.91% |
$2.68M - $3.5M
|
58.5K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.3KNew |
$1.64M - $2.15M
|
28.3K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 2.13% |
$1.44M - $1.88M
|
1.19M
$98.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 57.37% |
$1.13M - $1.48M
|
53.4K
$4.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18KNew |
$1.04M - $1.36M
|
18K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.3K+ 9.49% |
$654K - $856K
|
130K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.76K+ 27.94% |
$566K - $740K
|
44.7K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.97K+ 424.05% |
$520K - $681K
|
11.1K
$917K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$512K - $670K
|
8.83K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.63K+ 6.51% |
$501K - $655K
|
141K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 20.84% |
$326K - $427K
|
32.6K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.88K+ 7.36% |
$283K - $370K
|
71.2K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.6K+ 3.16% |
$267K - $349K
|
150K
$12.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42K+ 16.21% |
$256K - $335K
|
31.7K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.9KNew |
$226K - $296K
|
3.9K
$322K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.51KNew |
$203K - $266K
|
3.51K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.49KNew |
$203K - $265K
|
3.49K
$289K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.38K+ 93.78% |
$196K - $256K
|
6.98K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.23K+ 166.0% |
$187K - $245K
|
5.18K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.79K+ 14.2% |
$162K - $211K
|
22.4K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.65KNew |
$154K - $201K
|
2.65K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.45K+ 9.28% |
$142K - $186K
|
28.9K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.27K+ 14.11% |
$131K - $172K
|
18.3K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.8K+ 0.79% |
$104K - $136K
|
229K
$18.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.52K+ 46.57% |
$87.9K - $115K
|
4.77K
$394K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.02K+ 13.85% |
$59.2K - $77.4K
|
8.38K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
961New |
$55.7K - $72.9K
|
961
$79.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
712+ 1.15% |
$41.3K - $54K
|
62.6K
$5.17M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
675+ 19.77% |
$39.2K - $51.2K
|
4.09K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
573New |
$33.2K - $43.5K
|
573
$47.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
478+ 6.91% |
$27.7K - $36.3K
|
7.4K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
451New |
$26.2K - $34.2K
|
451
$37.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
244+ 1.12% |
$14.2K - $18.5K
|
22K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
139New |
$8.06K - $10.5K
|
139
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
99+ 2.09% |
$5.74K - $7.51K
|
4.83K
$399K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 9.6% |
$4.06K - $5.31K
|
799
$66K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41New |
$2.38K - $3.11K
|
41
$3.39K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37New |
$2.15K - $2.81K
|
37
$3.06K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$696 - $910
|
12.7K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5New |
$290 - $379
|
5
$413
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-64- 1.46% |
$3.71K - $4.86K
|
4.33K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-305- 3.09% |
$17.7K - $23.1K
|
9.57K
$791K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-328- 0.65% |
$19K - $24.9K
|
49.9K
$4.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-604- 2.34% |
$35K - $45.8K
|
25.3K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-865- 11.27% |
$50.2K - $65.6K
|
6.81K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 20.29% |
$61.5K - $80.5K
|
4.17K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.48K- 98.6% |
$85.8K - $112K
|
21
$1.74K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.76K- 8.08% |
$102K - $133K
|
20K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.09K- 3.37% |
$121K - $159K
|
60K
$4.96M
|