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 54 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,665
shares
|
$824,015
0.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
11,605
shares
|
$819,777
0.01% of portfolio
|
Q3 2024
Reduced 24.21%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,785
shares
|
$691,212
0.0% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
9,090
shares
|
$642,117
0.05% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,359
shares
|
$590,479
0.0% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
8,335
shares
|
$588,784
0.22% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$532,131
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,803
shares
|
$480,563
0.0% of portfolio
|
Q3 2024
Added 693.82%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,690
shares
|
$472,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,610
shares
|
$466,930
0.07% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,482
shares
|
$316,608
0.01% of portfolio
|
Q3 2024
Added 1572.39%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$310,109
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$282,560
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
3,602
shares
|
$254,445
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,767
shares
|
$124,820
0.0% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,537
shares
|
$108,573
0.01% of portfolio
|
Q3 2024
Reduced 72.99%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,192
shares
|
$84,202
0.0% of portfolio
|
Q3 2024
Added 137.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
714
shares
|
$50,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
562
shares
|
$39,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$21,192
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
243
shares
|
$17,165
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
80
shares
|
$5,651
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
79
shares
|
$5,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
51
shares
|
$3,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
23
shares
|
$1,624
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|