Financial Partners Group, Inc Fidelity Covington Tr Momentum Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	$42.42 - $48.29 $190,041 - $216,339	-4,480 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$38.97 - $44.72 $33,397 - $38,325	-857 Reduced 16.06%	4,480 $208,000
Q3 2020 Nov 13, 2020	SELL	$37.0 - $42.78 $22,311 - $25,796	-603 Reduced 10.15%	5,337 $215,000
Q2 2020 Aug 06, 2020	BUY	$29.01 - $37.05 $172,319 - $220,076	5,940 New	5,940 $218,000
Q4 2019 Feb 10, 2020	SELL	$34.06 - $36.78 $6.36 Million - $6.86 Million	-186,589 Closed	0 $0

Q3 2019 Nov 12, 2019	BUY	$34.33 - $36.62 $158,879 - $169,477	4,628 Added 2.54%	186,589 $6.53 Million
Q2 2019 Aug 15, 2019	BUY	$33.48 - $36.11 $55,476 - $59,834	1,657 Added 0.92%	181,961 $6.45 Million
Q1 2019 May 07, 2019	BUY	$28.89 - $34.09 $648,724 - $765,490	22,455 Added 14.23%	180,304 $6.1 Million
Q4 2018 Feb 14, 2019	BUY	$27.72 - $35.53 $4.38 Million - $5.61 Million	157,849 New	157,849 $4.68 Million

Others Institutions Holding FDMO

# of Institutions

53

Shares Held

1.99M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

897K
Shares

$57.9 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

237K
Shares

$15.3 Million
2.12% of portfolio
Argi Investment Services, LLC

91.6K
Shares

$5.91 Million
0.13% of portfolio
Cetera Investment Advisers Schaumburg, IL

78.2K
Shares

$5.04 Million
0.01% of portfolio
Cerity Partners LLC New York, NY

75.3K
Shares

$4.86 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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