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Disclosery

FDMO FIDELITY COVINGTON TRUST

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MOMENTUM FACTR (fund)

67 managers (70 13F filers) reported a position in FDMO shares at 2025-03-31, 5,455,405 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
67
13F filers
70
New
15
Added
22
Reduced
14
Sold out
5
Shares held by filers
5,455,405

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC2,725,759$177M0.01%+1,131,04313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,191,488$77.5M+114,380Timeline
Great Lakes Retirement, Inc.226,950$14.8M1.93%-57013F-HRTimeline
Portfolio Strategies, Inc.145,537$9.47M1.47%new13F-HRTimeline
Cetera Investment Advisers132,685$8.63M0.02%+36,74813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding131,546$8.56M+28,924Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,881$7.73M<0.01%+15,11413F-HRTimelineGroup
AE Wealth Management LLC87,771$5.71M0.05%+3,54913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC62,091$4.04M0.01%-4,56013F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,200$3.27M0.01%+2,39513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,196$2.75M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,798$2.33M<0.01%new13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,935$2.27M<0.01%+31,17013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,905$2.21M<0.01%-7,42713F-HRTimeline
OLD MISSION CAPITAL LLC31,610$2.06M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,899$1.95M<0.01%+16,06913F-HRTimelineGroup
LPL Financial LLC26,987$1.76M<0.01%+5,13313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,861$1.68M<0.01%+3,12313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,741$1.41M<0.01%-3,54513F-HRTimeline
Atria Wealth Solutions, Inc.21,707$1.41M0.02%+3,95813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,602$1.34M<0.01%-42213F-HRTimelineGroup
Foundations Investment Advisors, LLC19,624$1.28M0.02%+14,57713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,400$1.2M0.69%013F-HRTimeline
Rehmann Capital Advisory Group17,588$1.14M0.07%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,787$1.09M<0.01%+2,27813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,064$1.05M<0.01%+5,08013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC14,865$967K<0.01%-9,76013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,814$899K<0.01%-21,47213F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC12,668$824K0.4%-12513F-HRTimeline
NewEdge Advisors, LLC12,341$803K<0.01%+89813F-HRTimeline
Koss-Olinger Consulting, LLC12,000$781K0.07%new13F-HRTimeline
Nova Wealth Management, Inc.9,873$642K0.55%new13F-HR/ATimeline
Hoxton Planning & Management, LLC7,878$513K0.2%-45713F-HRTimeline
SAX WEALTH ADVISORS, LLC7,676$499K0.04%-28413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,364$479K0.01%+4,62013F-HRTimelineGroup
Integrated Wealth Concepts LLC6,919$450K0.01%new13F-HRTimeline
Inscription Capital, LLC6,610$399K0.07%13F-HRTimeline
AssuredPartners Investment Advisors, LLC5,229$340K0.07%-7713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,727$308K0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC4,395$306K0.1%013F-HRTimeline
Linscomb Wealth, Inc.4,000$260K0.01%013F-HRTimeline
Colonial River Investments, LLC3,977$259K0.14%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,919$255K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,836$250K0.04%new13F-HRTimeline
Stonehearth Capital Management, LLC3,602$234K0.1%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,475$226K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP3,312$215K<0.01%new13F-HRTimeline
Keystone Wealth Services, LLC3,253$212K0.06%013F-HRTimeline
Capital Investment Counsel, Inc2,360$154K0.02%013F-HRTimeline
Sunbelt Securities, Inc.2,116$138K0.01%-8,97313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,947$127K<0.01%+1,23313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,501$97.7K<0.01%+1,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,480$96K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc729$47.5K<0.01%-113F-HRTimeline
Founders Financial Alliance, LLC562$36.6K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors536$34.9K0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.429$27.9K0.03%-1013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.460$26.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC236$15K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.225$14.6K0.01%013F-HRTimeline
Allworth Financial LP210$13.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$5.21K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/79$5.14K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC51$3.32K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39$2.54K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC20$1.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.