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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,475
shares
|
$246,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
3,415
shares
|
$241,850
0.01% of portfolio
|
Q1 2025
Added 53.41%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
3,312
shares
|
$234,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,253
shares
|
$230,377
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
2,360
shares
|
$167,135
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,116
shares
|
$149,855
0.01% of portfolio
|
Q1 2025
Reduced 80.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,947
shares
|
$137,886
0.0% of portfolio
|
Q1 2025
Added 172.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,501
shares
|
$106,300
0.0% of portfolio
|
Q1 2025
Added 150000.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,480
shares
|
$104,813
0.0% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
729
shares
|
$51,627
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
562
shares
|
$39,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
536
shares
|
$37,959
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
460
shares
|
$32,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
429
shares
|
$30,381
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
300
shares
|
$21,245
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
236
shares
|
$16,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
225
shares
|
$15,934
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
210
shares
|
$14,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
80
shares
|
$5,665
0.0% of portfolio
|
Q3 2022
Reduced 65.22%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
79
shares
|
$5,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
51
shares
|
$3,611
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
39
shares
|
$2,761
0.0% of portfolio
|
Q4 2024
Added 69.57%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$1,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|