Latest Institutional Purchases of Fidelity Covington Tr Momentum (FDMO)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Momentum (FDMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$512K - $670K
|
8.83K
$662K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.38K+ 93.78% |
$196K - $256K
|
6.98K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.52K+ 46.57% |
$87.9K - $115K
|
4.77K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
244+ 1.12% |
$14.2K - $18.5K
|
22K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5New |
$290 - $379
|
5
$375
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
146KNew |
$9.22M - $10.8M
|
146K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 10.46% |
$6.99M - $8.2M
|
1.17M
$87.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2KNew |
$2.67M - $3.14M
|
42.2K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.7K+ 38.3% |
$2.33M - $2.73M
|
133K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8KNew |
$2.27M - $2.66M
|
35.8K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.6KNew |
$2M - $2.35M
|
31.6K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2K+ 827.89% |
$1.97M - $2.32M
|
34.9K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.6K+ 36.14% |
$1.11M - $1.31M
|
66.3K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1K+ 14.57% |
$958K - $1.12M
|
119K
$8.92M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.6K+ 288.83% |
$924K - $1.08M
|
19.6K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12KNew |
$760K - $892K
|
12K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 19.61% |
$643K - $754K
|
61.9K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.92KNew |
$438K - $514K
|
6.92K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.13K+ 23.49% |
$325K - $382K
|
27K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.08K+ 46.25% |
$322K - $378K
|
16.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.73KNew |
$300K - $351K
|
4.73K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.62K+ 168.37% |
$293K - $343K
|
7.36K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 17.98% |
$255K - $299K
|
26.4K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.98KNew |
$252K - $296K
|
3.98K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.96K+ 22.3% |
$251K - $294K
|
21.7K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92KNew |
$248K - $291K
|
3.92K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$243K - $285K
|
3.84K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.55K+ 4.21% |
$225K - $264K
|
87.8K
$6.58M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.48KNew |
$220K - $258K
|
3.48K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.31KNew |
$210K - $246K
|
3.31K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12K+ 13.73% |
$198K - $232K
|
25.9K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.4K+ 5.01% |
$152K - $178K
|
50.2K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 15.7% |
$144K - $169K
|
16.8K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 150000.0% |
$95K - $112K
|
1.5K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 172.69% |
$78.1K - $91.7K
|
1.95K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.19K+ 53.41% |
$75.3K - $88.4K
|
3.42K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
898+ 7.85% |
$56.9K - $66.8K
|
12.3K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
536New |
$34K - $39.9K
|
536
$40.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
236New |
$15K - $17.5K
|
236
$17.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.3KNew |
$2.31M - $2.59M
|
35.3K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$1.21M - $1.35M
|
18.4K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.8KNew |
$576K - $645K
|
8.8K
$660K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.36KNew |
$155K - $173K
|
2.36K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
460New |
$30.1K - $33.7K
|
460
$34.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
210New |
$13.8K - $15.4K
|
210
$15.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$1.44K - $1.61K
|
4.5K
$338K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.31K - $1.47K
|
20
$1.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 69.57% |
$1.05K - $1.17K
|
39
$2.93K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01MNew |
$59.2M - $66.6M
|
1.01M
$75.4M
|
|