Institutional Ownership Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,165,063
shares
|
$82.5 Million
0.03% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
226,950
shares
|
$16.1 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
145,537
shares
|
$10.3 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
132,685
shares
|
$9.4 Million
0.02% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
118,881
shares
|
$8.42 Million
0.0% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
87,771
shares
|
$6.22 Million
0.05% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
66,274
shares
|
$4.69 Million
0.02% of portfolio
|
Q1 2025
Added 36.14%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$4.59 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
62,091
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
61,857
shares
|
$4.38 Million
0.07% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
50,200
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,196
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,798
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
34,935
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 827.89%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
33,905
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
31,610
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.13 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
29,899
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 146.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,987
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
26,425
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
25,861
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,741
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
21,707
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,637
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.45%
|