Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MOMENTUM FACTR
-
Total 13F shares
-
60,863
-
Share change
-
+5,087
-
Total reported value
-
$5,161,453
-
Price per share
-
$83.96
-
Number of holders
-
10
-
Value change
-
+$426,436
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of FIDELITY COVINGTON TRUST - MOMENTUM FACTR (FDMO) as of Q4 2025
As of 31 Dec 2025,
FIDELITY COVINGTON TRUST - MOMENTUM FACTR (FDMO) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,863 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Orgel Wealth Management, LLC, Stonehearth Capital Management, LLC, SAX WEALTH ADVISORS, LLC, WESTBOURNE INVESTMENTS, INC., Ascent Group, LLC, Darwin Wealth Management, LLC, Retireful, LLC, Spire Wealth Management, and SIGNATUREFD, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 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.