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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42K+ 16.21% |
$256K - $335K
|
31.7K
$2.6M
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
675+ 19.77% |
$39.2K - $51.2K
|
4.09K
$335K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.51KNew |
$203K - $266K
|
3.51K
$287K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.25K- 15.79% |
$189K - $247K
|
17.3K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.3K+ 9.49% |
$654K - $856K
|
130K
$10.7M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.87K- 28.01% |
$224K - $294K
|
9.95K
$815K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.3KNew |
$1.64M - $2.15M
|
28.3K
$2.32M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
478+ 6.91% |
$27.7K - $36.3K
|
7.4K
$606K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.48K- 98.6% |
$85.8K - $112K
|
21
$1.72K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.1K+ 373.91% |
$2.68M - $3.5M
|
58.5K
$4.79M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-10.9K- 34.53% |
$633K - $828K
|
20.7K
$1.7M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.76K+ 27.94% |
$566K - $740K
|
44.7K
$3.66M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.27K+ 14.11% |
$131K - $172K
|
18.3K
$1.5M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.2K- 40.82% |
$999K - $1.31M
|
25K
$2.05M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.97K+ 424.05% |
$520K - $681K
|
11.1K
$909K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.9KNew |
$226K - $296K
|
3.9K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.88K+ 7.36% |
$283K - $370K
|
71.2K
$5.83M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.65KNew |
$154K - $201K
|
2.65K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.35K- 6.58% |
$137K - $179K
|
33.4K
$2.74M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
961New |
$55.7K - $72.9K
|
961
$78.8K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.49KNew |
$203K - $265K
|
3.49K
$286K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.09K- 3.37% |
$121K - $159K
|
60K
$4.92M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.23K+ 166.0% |
$187K - $245K
|
5.18K
$425K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41New |
$2.38K - $3.11K
|
41
$3.36K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 20.84% |
$326K - $427K
|
32.6K
$2.67M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
451New |
$26.2K - $34.2K
|
451
$37K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-604- 2.34% |
$35K - $45.8K
|
25.3K
$2.07M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.63K+ 6.51% |
$501K - $655K
|
141K
$11.6M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.79K+ 14.2% |
$162K - $211K
|
22.4K
$1.84M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
712+ 1.15% |
$41.3K - $54K
|
62.6K
$5.13M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-69.1K- 78.69% |
$4.01M - $5.24M
|
18.7K
$1.53M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 57.37% |
$1.13M - $1.48M
|
53.4K
$4.37M
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.8K+ 0.79% |
$104K - $136K
|
229K
$18.8M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.41K- 98.07% |
$198K - $259K
|
67
$5.49K
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3K- 25.0% |
$174K - $228K
|
9K
$738K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-328- 0.65% |
$19K - $24.9K
|
49.9K
$4.09M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 2.13% |
$1.44M - $1.88M
|
1.19M
$97.5M
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
139New |
$8.06K - $10.5K
|
139
$11.4K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18KNew |
$1.04M - $1.36M
|
18K
$1.47M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.02K+ 13.85% |
$59.2K - $77.4K
|
8.38K
$687K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.06K- 20.29% |
$61.5K - $80.5K
|
4.17K
$342K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37New |
$2.15K - $2.81K
|
37
$3.03K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.76K- 8.08% |
$102K - $133K
|
20K
$1.64M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.45K+ 9.28% |
$142K - $186K
|
28.9K
$2.37M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 9.6% |
$4.06K - $5.31K
|
799
$65.5K
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$696 - $910
|
12.7K
$1.04M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-865- 11.27% |
$50.2K - $65.6K
|
6.81K
$558K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
573New |
$33.2K - $43.5K
|
573
$47K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
99+ 2.09% |
$5.74K - $7.51K
|
4.83K
$396K
|