Latest Institutional Transactions on Fidelity Covington Tr Momentum (FDMO)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Momentum (FDMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
244+ 1.12% |
$14.2K - $18.5K
|
22K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$512K - $670K
|
8.83K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.52K+ 46.57% |
$87.9K - $115K
|
4.77K
$358K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5New |
$290 - $379
|
5
$375
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-305- 3.09% |
$17.7K - $23.1K
|
9.57K
$718K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.38K+ 93.78% |
$196K - $256K
|
6.98K
$524K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.08K+ 46.25% |
$322K - $378K
|
16.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.92KNew |
$438K - $514K
|
6.92K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.6KNew |
$2M - $2.35M
|
31.6K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.73KNew |
$300K - $351K
|
4.73K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-422- 2.01% |
$26.7K - $31.4K
|
20.6K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.31KNew |
$210K - $246K
|
3.31K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$243K - $285K
|
3.84K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2KNew |
$2.67M - $3.14M
|
42.2K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 53.41% |
$75.3K - $88.4K
|
3.42K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
898+ 7.85% |
$56.9K - $66.8K
|
12.3K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.6K+ 36.14% |
$1.11M - $1.31M
|
66.3K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12K+ 13.73% |
$198K - $232K
|
25.9K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 172.69% |
$78.1K - $91.7K
|
1.95K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.5K- 60.85% |
$1.36M - $1.6M
|
13.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-284- 3.57% |
$18K - $21.1K
|
7.68K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$2.27M - $2.66M
|
35.8K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
536New |
$34K - $39.9K
|
536
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1K+ 14.57% |
$958K - $1.12M
|
119K
$8.92M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150000.0% |
$95K - $112K
|
1.5K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.76K- 39.63% |
$618K - $726K
|
14.9K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 15.7% |
$144K - $169K
|
16.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12KNew |
$760K - $892K
|
12K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2K+ 827.89% |
$1.97M - $2.32M
|
34.9K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.96K+ 22.3% |
$251K - $294K
|
21.7K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.43K- 17.97% |
$471K - $552K
|
33.9K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-457- 5.48% |
$29K - $34K
|
7.88K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 23.49% |
$325K - $382K
|
27K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 288.83% |
$924K - $1.08M
|
19.6K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.55K+ 4.21% |
$225K - $264K
|
87.8K
$6.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 38.3% |
$2.33M - $2.73M
|
133K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.48KNew |
$220K - $258K
|
3.48K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.14% |
$63.4 - $74.4
|
729
$54.7K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 19.61% |
$643K - $754K
|
61.9K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.62K+ 168.37% |
$293K - $343K
|
7.36K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
236New |
$15K - $17.5K
|
236
$17.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 2.28% |
$634 - $744
|
429
$32.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.56K- 6.84% |
$289K - $339K
|
62.1K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92KNew |
$248K - $291K
|
3.92K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 10.46% |
$6.99M - $8.2M
|
1.17M
$87.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-125- 0.98% |
$7.92K - $9.29K
|
12.7K
$950K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.98KNew |
$252K - $296K
|
3.98K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.97K- 80.92% |
$569K - $667K
|
2.12K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77- 1.45% |
$4.88K - $5.72K
|
5.23K
$392K
|
|