Calton & Associates, Inc. Fidelity Covington Tr Momentum Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$30.31 - $33.84 $123,422 - $137,796	-4,072 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$29.02 - $31.41 $118,169 - $127,901	4,072	4,072 $136,000

Others Institutions Holding FDMO

# of Institutions

84

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.19M
Shares

$101 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

229K
Shares

$19.5 Million
2.06% of portfolio
Portfolio Strategies, Inc.

148K
Shares

$12.6 Million
1.46% of portfolio
Cetera Investment Advisers Schaumburg, IL

141K
Shares

$12 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

130K
Shares

$11.1 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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