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 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.6K+ 3.16% |
$267K - $349K
|
150K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
244+ 1.12% |
$14.2K - $18.5K
|
22K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$512K - $670K
|
8.83K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.52K+ 46.57% |
$87.9K - $115K
|
4.77K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5New |
$290 - $379
|
5
$410
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-305- 3.09% |
$17.7K - $23.1K
|
9.57K
$784K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.38K+ 93.78% |
$196K - $256K
|
6.98K
$572K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$243K - $285K
|
3.84K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.31KNew |
$210K - $246K
|
3.31K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.76K- 39.63% |
$618K - $726K
|
14.9K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
536New |
$34K - $39.9K
|
536
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 15.7% |
$144K - $169K
|
16.8K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
236New |
$15K - $17.5K
|
236
$19.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 2.28% |
$634 - $744
|
429
$35.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92KNew |
$248K - $291K
|
3.92K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.98KNew |
$252K - $296K
|
3.98K
$326K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
457+ 5.8% |
$29.9K - $33.5K
|
8.34K
$683K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
69+ 1.6% |
$4.52K - $5.06K
|
4.4K
$360K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.31K - $1.47K
|
20
$1.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-287- 16.24% |
$18.8K - $21K
|
1.48K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-18- 7.41% |
$1.18K - $1.32K
|
225
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
460New |
$30.1K - $33.7K
|
460
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$1.21M - $1.35M
|
18.4K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.36KNew |
$155K - $173K
|
2.36K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$1.44K - $1.61K
|
4.5K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210New |
$13.8K - $15.4K
|
210
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 69.57% |
$1.05K - $1.17K
|
39
$3.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.3KNew |
$2.31M - $2.59M
|
35.3K
$2.89M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.95K+ 693.82% |
$350K - $394K
|
6.8K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
79New |
$4.65K - $5.23K
|
79
$6.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
562New |
$33.1K - $37.2K
|
562
$46.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01MNew |
$59.2M - $66.6M
|
1.01M
$82.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.16K- 11.59% |
$303K - $341K
|
39.4K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28K- 56.45% |
$1.65M - $1.86M
|
21.6K
$1.77M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-695- 17.09% |
$39.1K - $44.7K
|
3.37K
$276K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.62M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20New |
$1.03K - $1.21K
|
20
$1.64K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$198K - $232K
|
3.83K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 8.75% |
$49.1K - $57.5K
|
11.8K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$206K - $242K
|
4K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.69KNew |
$345K - $405K
|
6.69K
$548K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$2.63K - $3.08K
|
51
$4.18K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-24.3K- 74.86% |
$1.25M - $1.47M
|
8.15K
$668K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$404 - $479
|
9
$738
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$189K - $224K
|
4.21K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$7.49K - $8.88K
|
167
$13.7K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32K- 80.92% |
$1.42M - $1.55M
|
7.53K
$617K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 4.56% |
$113K - $123K
|
53.2K
$4.36M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
151New |
$6.36K - $6.8K
|
151
$12.4K
|
|