Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Momentum (FDMO)
This table provides information about the institutional ownership of Fidelity Covington Tr Momentum (FDMO) during Q2 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MOMENTUM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$512K - $670K
|
8.83K
$662K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.38K+ 93.78% |
$196K - $256K
|
6.98K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.52K+ 46.57% |
$87.9K - $115K
|
4.77K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
244+ 1.12% |
$14.2K - $18.5K
|
22K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5New |
$290 - $379
|
5
$375
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-305- 3.09% |
$17.7K - $23.1K
|
9.57K
$718K
|