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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.13K- 12.43% |
$74K - $82.9K
|
7.96K
$573K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
725+ 6.63% |
$42.7K - $48K
|
11.7K
$839K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.15K- 72.99% |
$244K - $275K
|
1.54K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.95K+ 693.82% |
$350K - $394K
|
6.8K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-524- 22.87% |
$30.8K - $34.7K
|
1.77K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.71K- 24.21% |
$218K - $245K
|
11.6K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 5.5% |
$70.5K - $79.3K
|
23K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.27K- 21.35% |
$134K - $150K
|
8.36K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 56.66% |
$1M - $1.13M
|
13K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.74K+ 10.81% |
$456K - $513K
|
79.4K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 520.54% |
$1.39M - $1.56M
|
28.1K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.8KNew |
$2.23M - $2.51M
|
37.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.41% |
$58.9 - $66.2
|
243
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.63K- 26.24% |
$508K - $572K
|
24.3K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$58.9 - $66.2
|
1
$71.9
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5KNew |
$1.32M - $1.49M
|
22.5K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 6.28% |
$66.3K - $74.6K
|
19.1K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-15K- 53.77% |
$881K - $991K
|
12.9K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.19K+ 8.81% |
$423K - $476K
|
88.8K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.65K+ 20.28% |
$97.1K - $109K
|
9.79K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.99K- 5.38% |
$235K - $264K
|
70.3K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
79New |
$4.65K - $5.23K
|
79
$5.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 31.85% |
$207K - $233K
|
14.6K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.98K- 17.2% |
$234K - $264K
|
19.2K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.39KNew |
$258K - $291K
|
4.39K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 2.58% |
$1.58M - $1.78M
|
1.07M
$76.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
690+ 137.45% |
$40.6K - $45.7K
|
1.19K
$85.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
562New |
$33.1K - $37.2K
|
562
$40.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.43K+ 52.37% |
$320K - $360K
|
15.8K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.92% |
$95.1K - $107K
|
15.2K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.59K- 5.75% |
$93.7K - $105K
|
26.1K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01MNew |
$59.2M - $66.6M
|
1.01M
$72.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-701- 0.3% |
$41.3K - $46.4K
|
232K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.16K- 11.59% |
$303K - $341K
|
39.4K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28K- 56.45% |
$1.65M - $1.86M
|
21.6K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 58.96% |
$1.86M - $2.1M
|
22.1K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.21K+ 1572.39% |
$248K - $279K
|
4.48K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-695- 17.09% |
$39.1K - $44.7K
|
3.37K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.6K+ 111.49% |
$1.1M - $1.26M
|
37.2K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 8.0% |
$113 - $129
|
23
$1.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.43M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
714New |
$36.8K - $43.2K
|
714
$51.4K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.33KNew |
$223K - $262K
|
4.33K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20New |
$1.03K - $1.21K
|
20
$1.44K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$198K - $232K
|
3.83K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 8.75% |
$49.1K - $57.5K
|
11.8K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$206K - $242K
|
4K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.69KNew |
$345K - $405K
|
6.69K
$481K
|
|