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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 5.01% |
$152K - $178K
|
50.2K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
146KNew |
$9.22M - $10.8M
|
146K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 17.98% |
$255K - $299K
|
26.4K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-570- 0.25% |
$36.1K - $42.4K
|
227K
$17M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.1K- 53.74% |
$1.05M - $1.18M
|
13.8K
$1.04M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.31K - $1.47K
|
20
$1.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-287- 16.24% |
$18.8K - $21K
|
1.48K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.8KNew |
$576K - $645K
|
8.8K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-18- 7.41% |
$1.18K - $1.32K
|
225
$16.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
460New |
$30.1K - $33.7K
|
460
$34.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$1.21M - $1.35M
|
18.4K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.36KNew |
$155K - $173K
|
2.36K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$1.44K - $1.61K
|
4.5K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210New |
$13.8K - $15.4K
|
210
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 69.57% |
$1.05K - $1.17K
|
39
$2.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.3KNew |
$2.31M - $2.59M
|
35.3K
$2.65M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.95K+ 693.82% |
$350K - $394K
|
6.8K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
79New |
$4.65K - $5.23K
|
79
$5.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4.39KNew |
$258K - $291K
|
4.39K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
562New |
$33.1K - $37.2K
|
562
$42.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01MNew |
$59.2M - $66.6M
|
1.01M
$75.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.16K- 11.59% |
$303K - $341K
|
39.4K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28K- 56.45% |
$1.65M - $1.86M
|
21.6K
$1.62M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-695- 17.09% |
$39.1K - $44.7K
|
3.37K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.63KNew |
$261K - $298K
|
4.63K
$347K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.49M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$206K - $242K
|
4K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 8.75% |
$49.1K - $57.5K
|
11.8K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$198K - $232K
|
3.83K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
20New |
$1.03K - $1.21K
|
20
$1.5K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.69KNew |
$345K - $405K
|
6.69K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$2.63K - $3.08K
|
51
$3.83K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-24.3K- 74.86% |
$1.25M - $1.47M
|
8.15K
$611K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$404 - $479
|
9
$675
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$189K - $224K
|
4.21K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$7.49K - $8.88K
|
167
$12.5K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32K- 80.92% |
$1.42M - $1.55M
|
7.53K
$565K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 4.56% |
$113K - $123K
|
53.2K
$3.99M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
151New |
$6.36K - $6.8K
|
151
$11.3K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.81KNew |
$287K - $307K
|
6.81K
$511K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$842 - $900
|
20
$1.5K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.41K- 26.73% |
$102K - $108K
|
6.61K
$496K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$27.8K - $29.7K
|
660
$49.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.96K- 20.92% |
$335K - $358K
|
30.1K
$2.26M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92New |
$3.8K - $4.21K
|
92
$6.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.66K- 33.02% |
$151K - $167K
|
7.43K
$557K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47.7KNew |
$1.97M - $2.18M
|
47.7K
$3.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
16.5K+ 21.97% |
$681K - $755K
|
91.6K
$6.87M
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 65.22% |
$6.17K - $7.21K
|
80
$6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.93KNew |
$203K - $237K
|
4.93K
$370K
|
|