Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MOMENTUM FACTR
-
Total 13F shares
-
1,897,202
-
Share change
-
-14,439
-
Total reported value
-
$100,552,773
-
Price per share
-
$52.92
-
Number of holders
-
34
-
Value change
-
-$734,952
-
Number of buys
-
17
-
Number of sells
-
12
Institutional Holders of FIDELITY COVINGTON TRUST - MOMENTUM FACTR (FDMO) as of Q4 2023
As of 31 Dec 2023,
FIDELITY COVINGTON TRUST - MOMENTUM FACTR (FDMO) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,897,202 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Great Lakes Retirement, Inc., OSAIC HOLDINGS, INC., Cerity Partners LLC, AE Wealth Management LLC, FMR LLC, Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, Trilogy Capital Inc., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.