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 77 institutions that hold shares in the stock, with a total of 2.89 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
20,602
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,624
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 288.83%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
18,400
shares
|
$1.38 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,787
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
16,064
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
14,865
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,814
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
12,668
shares
|
$950,100
0.43% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,341
shares
|
$925,575
0.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
12,000
shares
|
$900,000
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9,568
shares
|
$717,600
0.53% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,831
shares
|
$662,325
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,878
shares
|
$590,850
0.2% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,676
shares
|
$575,700
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
7,533
shares
|
$564,975
0.25% of portfolio
|
Q2 2023
Reduced 80.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,364
shares
|
$552,300
0.01% of portfolio
|
Q1 2025
Added 168.37%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
6,980
shares
|
$523,500
0.23% of portfolio
|
Q2 2025
Added 93.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,919
shares
|
$518,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,610
shares
|
$495,750
0.07% of portfolio
|
Q1 2023
Reduced 26.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
5,229
shares
|
$392,175
0.07% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,768
shares
|
$357,600
0.1% of portfolio
|
Q2 2025
Added 46.57%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,727
shares
|
$354,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,504
shares
|
$337,800
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$329,250
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,000
shares
|
$300,000
0.01% of portfolio
|
Q1 2024
New holding
|