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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

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$61.64
+0.09 (+0.15%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$24.39M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$8.84M
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FDMO Institutional Buying and Selling by Quarter

Fidelity Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Linscomb Wealth Inc.4,000$241K0.0%N/A0.123%
5/14/2024 CreativeOne Wealth LLC4,067$245K0.0%N/A0.125%
5/14/2024 Sax Wealth Advisors LLC10,090$609K0.1%-10.3%0.310%
5/9/2024 Great Lakes Retirement Inc.237,392$14.33M2.1%-2.4%7.304%
5/6/2024 Envestnet Portfolio Solutions Inc.4,439$268K0.0%N/A0.137%
4/29/2024Commonwealth Equity Services LLC43,004$2.60M0.0%+30.9%1.323%
4/17/2024 Trilogy Capital Inc.8,146$492K0.0%-74.9%0.263%
4/16/2024 Wealth Enhancement Advisory Services LLC26,487$1.60M0.0%-16.9%0.854%
4/15/2024 Sunbelt Securities Inc.3,512$212K0.0%N/A0.113%
4/13/2024 Hoxton Planning & Management LLC8,335$503K0.2%-6.0%0.269%
4/2/2024 Stonehearth Capital Management LLC3,602$217K0.1%N/A0.116%
2/14/2024 Prudential PLC18,035$954K0.0%+187.2%0.582%
2/12/2024 Fiduciary Trust Co4,214$223K0.0%N/A0.136%
2/7/2024 Darwin Wealth Management LLC5,416$287K0.1%-7.9%0.175%
1/26/2024 Cerity Partners LLC83,559$4.42M0.0%-2.8%2.695%
1/24/2024 International Assets Investment Management LLC5,292$280K0.0%N/A0.171%
1/18/2024 Great Lakes Retirement Inc.243,175$12.87M2.1%-1.1%7.844%
1/18/2024 Bryant Woods Investment Advisors LLC25,745$1.36M0.9%-7.5%0.830%
1/12/2024 Trilogy Capital Inc.32,406$1.72M0.1%N/A1.045%
11/13/2023 FMR LLC60,757$2.84M0.0%-5.9%1.960%
11/13/2023 Envestnet Asset Management Inc.838,308$39.13M0.0%-1.0%27.042%
11/13/2023 Prudential PLC6,280$293K0.0%-63.0%0.203%
11/13/2023 Kestra Advisory Services LLC24,975$1.17M0.0%+12.7%0.806%
11/7/2023 Sax Wealth Advisors LLC11,445$534K0.1%-2.9%0.369%
10/23/2023Commonwealth Equity Services LLC14,111$659K0.0%-9.9%0.455%
10/11/2023 AE Wealth Management LLC60,831$2.84M0.0%+23.6%1.962%
8/14/2023 Cerity Partners LLC96,757$4.68M0.0%N/A3.121%
8/11/2023 Kestra Advisory Services LLC22,159$1.07M0.0%-11.5%0.715%
8/11/2023 Sax Wealth Advisors LLC11,785$570K0.1%N/A0.380%
8/10/2023 Osaic Holdings Inc.261,084$12.63M0.0%-12.5%8.422%
8/10/2023 Cetera Advisor Networks LLC9,883$478K0.0%+16.2%0.319%
8/10/2023 Cetera Investment Advisers54,746$2.65M0.0%+9.4%1.766%
8/4/2023 Envestnet Asset Management Inc.847,030$40.96M0.0%-3.0%27.324%
8/3/2023 Great Lakes Retirement Inc.247,326$11.96M2.1%N/A7.978%
8/1/2023 Fiduciary Trust Co.4,214$204K0.0%N/A0.136%
7/31/2023 LPL Financial LLC15,046$728K0.0%-3.0%0.485%
7/31/2023BMS Financial Advisors LLC7,533$364K0.2%-80.9%0.243%
7/21/2023 Wealth Enhancement Advisory Services LLC24,471$1.18M0.0%+13.7%0.789%
7/20/2023 Hoxton Planning & Management LLC8,866$429K0.3%N/A0.286%
7/18/2023 LVZ Inc.53,185$2.57M0.4%-4.6%1.716%
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7/18/2023 Bryant Woods Investment Advisors LLC28,319$1.37M1.0%-4.8%0.914%
7/13/2023 Cambridge Investment Research Advisors Inc.13,488$652K0.0%-6.0%0.435%
7/10/2023 AE Wealth Management LLC49,219$2.38M0.0%+50.8%1.588%
5/11/2023 Envestnet Asset Management Inc.873,374$39.00M0.0%+60.3%30.645%
5/2/2023 Inscription Capital LLC6,610$295K0.1%-26.7%0.232%
4/28/2023 Ameritas Advisory Services LLC660$30K0.0%N/A0.023%
4/25/2023 Wealth Enhancement Advisory Services LLC21,531$961K0.0%+68.6%0.755%
4/24/2023Ahrens Investment Partners LLC30,076$1.34M0.7%-20.9%1.055%
4/20/2023 LVZ Inc.55,728$2.49M0.4%N/A1.955%
4/14/2023 AE Wealth Management LLC32,633$1.46M0.0%+37.8%1.145%
4/14/2023 Bryant Woods Investment Advisors LLC29,737$1.33M1.0%+32.5%1.043%
4/10/2023BMS Financial Advisors LLC39,491$1.76M1.2%N/A1.386%
2/10/2023 Rehmann Capital Advisory Group23,655$1.01M0.1%-1.3%0.816%
2/10/2023 Advisor Group Holdings Inc.303,768$13.01M0.0%+55.8%10.475%
2/9/2023 Trilogy Capital Inc.7,526$322K0.0%N/A0.260%
2/9/2023Ahrens Investment Partners LLC38,032$1.63M0.7%+299.2%1.311%
2/8/2023Prospera Financial Services Inc7,428$318K0.0%-33.0%0.256%
2/8/2023 Bryant Woods Investment Advisors LLC22,450$961K0.8%+7.8%0.774%
2/7/2023Commonwealth Equity Services LLC89,450$3.83M0.0%+165.2%3.084%
2/7/2023 LPL Financial LLC17,012$728K0.0%-6.9%0.587%
2/7/2023IFP Advisors Inc1,157$39K0.0%+292.2%0.040%
2/7/2023 Envestnet Asset Management Inc.544,681$23.32M0.0%+28.3%18.782%
2/2/2023ARGI Investment Services LLC91,609$3.92M0.1%+22.0%3.159%
2/1/2023 Wealth Enhancement Advisory Services LLC12,768$559K0.0%+47.6%0.440%
1/31/2023 Kestra Advisory Services LLC26,521$1.14M0.0%+34.3%0.915%
1/31/2023 AE Wealth Management LLC23,674$1.01M0.0%N/A0.816%
1/17/2023 Darwin Wealth Management LLC5,874$256K0.1%-6.5%0.222%
1/11/2023 CFO4Life Group LLC47,747$2.05M0.4%N/A1.646%
11/10/2022 Envestnet Asset Management Inc.424,699$17.46M0.0%+10.2%17.696%
11/8/2022Ahrens Investment Partners LLC9,527$392K0.2%-61.5%0.397%
11/4/2022 Bryant Woods Investment Advisors LLC20,823$856K0.8%+3.0%0.868%
11/2/2022 Rockefeller Capital Management L.P.3,582$146K0.0%+41.8%0.149%
11/1/2022 Kestra Advisory Services LLC19,749$812K0.0%+2.2%0.823%
10/28/2022 IFG Advisory LLC4,930$202K0.0%N/A0.210%
10/27/2022Prospera Financial Services Inc11,090$456K0.0%-2.7%0.472%
10/20/2022 Compass Advisory Group LLC15,156$623K0.3%+6.7%0.645%
10/20/2022ARGI Investment Services LLC75,106$3.09M0.1%-64.9%3.196%
10/17/2022 Wealth Enhancement Advisory Services LLC8,652$361K0.0%N/A0.339%
10/17/2022 Cambridge Investment Research Advisors Inc.14,836$610K0.0%-10.0%0.582%
10/17/2022BMS Financial Advisors LLC63,197$2.60M1.8%N/A2.478%
10/13/2022Newfound Research LLC64,783$2.66M6.5%-10.5%2.541%
8/15/2022 Kestra Private Wealth Services LLC5,218$218K0.0%-31.1%0.205%
8/8/2022Prospera Financial Services Inc11,396$475K0.0%+2.0%0.447%
8/5/2022 Bryant Woods Investment Advisors LLC20,220$842K0.8%+10.2%0.793%
8/3/2022 Envestnet Asset Management Inc.385,455$16.08M0.0%+27.5%15.116%
8/3/2022 Darwin Advisors LLC6,394$291K0.1%-13.5%0.251%
8/2/2022Ahrens Investment Partners LLC24,739$1.03M0.5%-5.6%0.970%
7/26/2022ARGI Investment Services LLC213,811$8.92M0.3%+1,010.3%8.552%
7/19/2022Commonwealth Equity Services LLC36,106$1.51M0.0%-13.1%1.444%
7/15/2022Newfound Research LLC72,420$3.02M6.4%-17.7%2.897%
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7/14/2022 Compass Advisory Group LLC14,207$593K0.3%+59.0%0.568%
7/13/2022 Cambridge Investment Research Advisors Inc.16,482$688K0.0%-6.5%0.659%
7/11/2022 Stonehearth Capital Management LLC5,309$228K0.1%N/A0.212%
5/11/2022BMS Financial Advisors LLC25,060$1.28M0.8%N/A1.066%
5/10/2022 Bryant Woods Investment Advisors LLC18,342$936K0.8%-6.2%0.781%
5/9/2022 Compass Advisory Group LLC8,935$456K0.2%+8.4%0.380%
5/4/2022Newfound Research LLC87,973$4.49M5.8%-31.5%3.744%
5/4/2022 Advisor Group Holdings Inc.139,698$7.14M0.0%+32.7%5.945%
5/4/2022Commonwealth Equity Services LLC41,540$2.12M0.0%-44.4%1.768%
5/4/2022 Envestnet Asset Management Inc.302,357$15.44M0.0%+82.6%12.866%
(Data available from 1/1/2016 forward)

FDMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDMO shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Fidelity Momentum Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($39.13M), Great Lakes Retirement Inc. ($14.33M), Advisor Group Holdings Inc. ($13.01M), Osaic Holdings Inc. ($12.63M), Cerity Partners LLC ($4.42M), ARGI Investment Services LLC ($3.92M), and AE Wealth Management LLC ($2.84M).Learn more on FDMO's institutional investors.

Which institutional investors have been buying Fidelity Momentum Factor ETF stock?

Of the 34 institutional investors that purchased Fidelity Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($571.02K), Great Lakes Retirement Inc. ($247.33K), ARGI Investment Services LLC ($211.06K), Advisor Group Holdings Inc. ($108.74K), BMS Financial Advisors LLC ($102.69K), Cerity Partners LLC ($96.76K), and Commonwealth Equity Services LLC ($65.87K).

How much institutional buying is happening at Fidelity Momentum Factor ETF?

Institutional investors have bought a total of 1,773,159 shares in the last 24 months. This purchase volume represents approximately $79.53M in transactions.

Which Fidelity Momentum Factor ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold Fidelity Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ARGI Investment Services LLC ($138.71K), Osaic Holdings Inc. ($37.30K), Envestnet Asset Management Inc. ($35.07K), BMS Financial Advisors LLC ($31.96K), Ahrens Investment Partners LLC ($24.62K), Trilogy Capital Inc. ($24.26K), and Newfound Research LLC ($23.19K).

How much institutional selling is happening at Fidelity Momentum Factor ETF?

Institutional investors have sold a total of 380,158 shares in the last 24 months. This volume of shares sold represents approximately $17.39M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 5/20/2024 by MarketBeat.com Staff

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