Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.6K+ 104.44% |
$1.19M - $1.26M
|
50K
$3.6M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 23.59% |
$539K - $575K
|
60.8K
$4.37M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.82K+ 12.71% |
$131K - $139K
|
25K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 4.34% |
$110K - $118K
|
57.1K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 4.14% |
$49.3K - $52.6K
|
26.7K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
572+ 6.45% |
$26.5K - $28.3K
|
9.44K
$678K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
285+ 1.89% |
$13.2K - $14.1K
|
15.3K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35+ 0.35% |
$1.62K - $1.73K
|
9.92K
$713K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42- 0.31% |
$1.95K - $2.08K
|
13.4K
$966K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-340- 2.89% |
$15.8K - $16.8K
|
11.4K
$823K
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-474- 1.67% |
$22K - $23.5K
|
27.8K
$2M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-729- 2.31% |
$33.8K - $36.1K
|
30.8K
$2.21M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 75.88% |
$56.9K - $60.7K
|
390
$28K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.43K- 0.58% |
$66.4K - $70.8K
|
246K
$17.7M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.55K- 9.9% |
$72K - $76.8K
|
14.1K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.39K- 2.83% |
$343K - $366K
|
254K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.72K- 1.03% |
$405K - $432K
|
838K
$60.2M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.7K- 62.97% |
$496K - $529K
|
6.28K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.8K- 11.2% |
$503K - $536K
|
85.9K
$6.18M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.7K- 86.16% |
$1.7M - $1.82M
|
5.9K
$424K
|