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 53 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,065,294
shares
|
$75.2 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,005,534
shares
|
$70.9 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
231,528
shares
|
$16.3 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
88,806
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
79,370
shares
|
$5.6 Million
0.05% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
70,294
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
64,783
shares
|
$4.57 Million
6.52% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,355
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
37,848
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30,076
shares
|
$2.12 Million
0.67% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,129
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 520.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
26,116
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,276
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,972
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,504
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,054
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,181
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,071
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
15,811
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,171
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,568
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 31.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$917,150
0.0% of portfolio
|
Q3 2024
Reduced 56.66%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,872
shares
|
$908,119
0.46% of portfolio
|
Q3 2024
Reduced 53.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,665
shares
|
$822,965
0.0% of portfolio
|
Q3 2024
Added 6.63%
|