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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$2.63K - $3.08K
|
51
$3.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-24.3K- 74.86% |
$1.25M - $1.47M
|
8.15K
$591K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-531- 5.99% |
$27.4K - $32.1K
|
8.34K
$604K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$186K - $218K
|
3.6K
$261K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$404 - $479
|
9
$653
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.21KNew |
$189K - $224K
|
4.21K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$7.49K - $8.88K
|
167
$12.1K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-32K- 80.92% |
$1.42M - $1.55M
|
7.53K
$546K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 4.56% |
$113K - $123K
|
53.2K
$3.86M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
151New |
$6.36K - $6.8K
|
151
$11K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.81KNew |
$287K - $307K
|
6.81K
$494K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$842 - $900
|
20
$1.45K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.41K- 26.73% |
$102K - $108K
|
6.61K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$27.8K - $29.7K
|
660
$47.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.96K- 20.92% |
$335K - $358K
|
30.1K
$2.18M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92New |
$3.8K - $4.21K
|
92
$6.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.66K- 33.02% |
$151K - $167K
|
7.43K
$539K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
862+ 292.2% |
$35.6K - $39.4K
|
1.16K
$83.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47.7KNew |
$1.97M - $2.18M
|
47.7K
$3.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
16.5K+ 21.97% |
$681K - $755K
|
91.6K
$6.64M
|
|
| Q3 2022 | |||||||
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 65.22% |
$6.17K - $7.21K
|
80
$5.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.93KNew |
$203K - $237K
|
4.93K
$358K
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
949+ 6.68% |
$39K - $45.6K
|
15.2K
$1.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-7.64K- 10.55% |
$314K - $367K
|
64.8K
$4.7M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-372Closed |
$15K - $19.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
450New |
$18.2K - $23.2K
|
450
$32.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
28New |
$1.13K - $1.44K
|
28
$2.03K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.41KClosed |
$218K - $278K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48KNew |
$2.22M - $2.59M
|
48K
$3.48M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-102Closed |
$4.72K - $5.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-37.7KClosed |
$1.75M - $2.04M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300New |
$13.9K - $16.2K
|
300
$21.8K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
48New |
$2.34K - $2.61K
|
48
$3.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.74KClosed |
$328K - $366K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05KClosed |
$51.3K - $57.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.61KClosed |
$225K - $251K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.12KClosed |
$184K - $200K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-122KClosed |
$5.45M - $5.94M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-95KClosed |
$4.25M - $4.62M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.48KClosed |
$190K - $216K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-901Closed |
$38.2K - $43.5K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-200Closed |
$8.48K - $9.66K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-600Closed |
$23.4K - $26.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2KClosed |
$77.9K - $89.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-8Closed |
$312 - $358
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82KClosed |
$110K - $126K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$555 - $642
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11Closed |
$319 - $408
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.12KClosed |
$236K - $301K
|
0
$0
|
|