Valmark Advisers, Inc. Fidelity Covington Tr Momentum Transaction History

Valmark Advisers, Inc.

$7.88 Billion
Q4 2025

A detailed history of Valmark Advisers, Inc. transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,046 shares of FDMO stock, worth $415,235. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,046

Holding current value

$415,235

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$81.03 - $85.81 $408,877 - $432,997	5,046 New	5,046 $415,000

Others Institutions Holding FDMO

# of Institutions

Shares Held

3.08M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.26M
Shares

$104 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

228K
Shares

$18.7 Million
2.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

176K
Shares

$14.5 Million
0.02% of portfolio
Portfolio Strategies, Inc.

154K
Shares

$12.7 Million
1.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

132K
Shares

$10.9 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
Sector ETFs
Industry ETFs

More about FDMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Fidelity Covington Tr Momentum Transaction History