Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1KNew |
$2.15M - $2.34M
|
45.1K
$3.24M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.1KNew |
$1.39M - $1.51M
|
29.1K
$2.09M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.5K+ 20.82% |
$1.12M - $1.22M
|
136K
$9.8M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.2K+ 25.54% |
$1.01M - $1.1M
|
104K
$7.48M
|
|
Oct 14, 2021
Q3 2021
|
Newfound Research LLC
|
BUY
|
- |
18K+ 20.8% |
$858K - $931K
|
104K
$7.51M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
8.38K+ 41.67% |
$399K - $433K
|
28.5K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.74KNew |
$321K - $349K
|
6.74K
$484K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59KNew |
$171K - $186K
|
3.59K
$258K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
714+ 3.55% |
$34.1K - $36.9K
|
20.8K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
311+ 3.02% |
$14.8K - $16.1K
|
10.6K
$761K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
258+ 2.25% |
$12.3K - $13.4K
|
11.7K
$842K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168New |
$8.01K - $8.69K
|
168
$12.1K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
140+ 12.4% |
$6.68K - $7.25K
|
1.27K
$91.2K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
102New |
$4.86K - $5.28K
|
102
$7.33K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82+ 1.81% |
$3.91K - $4.24K
|
4.61K
$332K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
52+ 5.2% |
$2.48K - $2.69K
|
1.05K
$75.6K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$47.7 - $51.8
|
1
$71.9
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2- 0.02% |
$95.4 - $104
|
8.31K
$597K
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-55- 0.66% |
$2.62K - $2.85K
|
8.22K
$591K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-96- 2.07% |
$4.58K - $4.97K
|
4.54K
$326K
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-130- 2.89% |
$6.2K - $6.73K
|
4.37K
$314K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-386- 1.65% |
$18.4K - $20K
|
23K
$1.65M
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-843- 2.66% |
$40.2K - $43.6K
|
30.8K
$2.22M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.09K- 3.82% |
$51.9K - $56.3K
|
27.4K
$1.97M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.39K- 2.03% |
$66.2K - $71.8K
|
66.9K
$4.8M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.76K- 17.06% |
$84.1K - $91.3K
|
8.57K
$616K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.06KClosed |
$98.4K - $107K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.17K- 25.64% |
$151K - $164K
|
9.19K
$660K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.7KClosed |
$605K - $656K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.1K- 99.84% |
$3.1M - $3.37M
|
102
$7.33K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-76.7KClosed |
$3.66M - $3.97M
|
0
$0
|