FDMO Institutional Ownership
Fidelity Momentum Factor ETF
1W: +0.3%
1M: +2.9%
3M: +0.8%
YTD: +14.2%
1Y: +16.4%
3Y: +111.5%
5Y: +96.5%
$96.46
+0.71 (+0.74%)
Weekly Expected Move ±2.1%
$92
$94
$96
$98
$100
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — FDMO
125
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
710M
Total Invested
29
New Positions
38
Increased
33
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (129 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2,731,087 | $263M | -324,819 | -10.6% | 30Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,463,420 | $141M | +48,587 | +3.4% | 27Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 263,839 | $25M | +92,891 | +54.3% | 7Q | SEC ↗ |
| 4 | Kestra Advisory Services, LLC | 224,914 | $22M | +15,327 | +7.3% | 24Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 218,910 | $21M | +13,244 | +6.4% | 15Q | SEC ↗ |
| 6 | LPL Financial LLC | 175,534 | $17M | +30,304 | +20.9% | 32Q | SEC ↗ |
| 7 | Marks Group Wealth Management, Inc | 172,437 | $17M | +87,317 | +102.6% | 3Q | SEC ↗ |
| 8 | Portfolio Strategies, Inc. | 150,137 | $14M | -978 | -0.6% | 6Q | SEC ↗ |
| 9 | Great Lakes Retirement, Inc. | 137,003 | $13M | -747 | -0.5% | 13Q | SEC ↗ |
| 10 | Elevation Capital Advisory, LLC NEW | 127,358 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 11 | MORGAN STANLEY | 106,450 | $10M | +81,303 | +323.3% | 24Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 105,413 | $10M | +4,166 | +4.1% | 36Q | SEC ↗ |
| 13 | Mosley Wealth Management | 87,063 | $8M | +80,257 | +1179.2% | 3Q | SEC ↗ |
| 14 | First Heartland Consultants, Inc. | 83,981 | $8M | -9,133 | -9.8% | 2Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 83,654 | $8M | -5,357 | -6.0% | 13Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 72,098 | $7M | -15,093 | -17.3% | 33Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 68,792 | $7M | -2,188 | -3.1% | 8Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 62,971 | $6M | — | +0.0% | 7Q | SEC ↗ |
| 19 | Cerity Partners LLC | 54,666 | $5M | -2,376 | -4.2% | 13Q | SEC ↗ |
| 20 | ADVISORTRUST PARTNERS, LLC NEW | 51,975 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 49,900 | $5M | +22,911 | +84.9% | 26Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 45,700 | $4M | +34,800 | +319.3% | 2Q | SEC ↗ |
| 23 | Strategic Blueprint, LLC | 44,403 | $4M | +10,702 | +31.8% | 5Q | SEC ↗ |
| 24 | Nova Wealth Management, Inc. | 39,016 | $4M | +24,768 | +173.8% | 6Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 32,285 | $3M | +9,558 | +42.1% | 13Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 31,925 | $3M | -11,213 | -26.0% | 11Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,126 | $3M | +1,476 | +5.0% | 3Q | SEC ↗ |
| 28 | Atria Investments, Inc | 29,071 | $3M | -8,358 | -22.3% | 2Q | SEC ↗ |
| 29 | PRINCIPAL SECURITIES, INC. | 27,879 | $3M | -3,719 | -11.8% | 2Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 24,606 | $2M | -696 | -2.8% | 15Q | SEC ↗ |
| 31 | Envestnet Portfolio Solutions, Inc. | 23,532 | $2M | +916 | +4.1% | 10Q | SEC ↗ |
| 32 | &PARTNERS | 17,412 | $2M | +584 | +3.5% | 3Q | SEC ↗ |
| 33 | Rehmann Capital Advisory Group | 17,154 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 15,949 | $2M | +1,562 | +10.9% | 16Q | SEC ↗ |
| 35 | SILVER OAK SECURITIES, INCORPORATED NEW | 15,909 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 15,464 | $1M | +1,953 | +14.5% | 15Q | SEC ↗ |
| 37 | Ameritas Advisory Services, LLC NEW | 15,238 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Bryant Woods Investment Advisors, LLC | 11,942 | $1M | +13 | +0.1% | 19Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 11,857 | $1M | +1,852 | +18.5% | 4Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 11,840 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Midwest Financial Network, LLC | 11,681 | $1M | +3,716 | +46.7% | 2Q | SEC ↗ |
| 42 | Private Advisor Group, LLC NEW | 11,375 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | J.W. COLE ADVISORS, INC. NEW | 11,085 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Madison Wealth Partners, Inc NEW | 10,787 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Cullen/Frost Bankers, Inc. | 10,254 | $989K | -90 | -0.9% | 9Q | SEC ↗ |
| 46 | CALTON & ASSOCIATES, INC. | 9,272 | $894K | +2,692 | +40.9% | 3Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC | 9,026 | $871K | +865 | +10.6% | 2Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 8,740 | $843K | -34,788 | -79.9% | 18Q | SEC ↗ |
| 49 | Worth Asset Management, LLC | 8,303 | $801K | +1,862 | +28.9% | 2Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 8,227 | $794K | +1,590 | +24.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 127,358 | $12M |
| ADVISORTRUST PARTNERS, LLC | 51,975 | $5M |
| SILVER OAK SECURITIES, INCORPORATED | 15,909 | $2M |
| Ameritas Advisory Services, LLC | 15,238 | $1M |
| CITADEL ADVISORS LLC | 11,840 | $1M |
| Private Advisor Group, LLC | 11,375 | $1M |
| J.W. COLE ADVISORS, INC. | 11,085 | $1M |
| Madison Wealth Partners, Inc | 10,787 | $1M |
| Global Retirement Partners, LLC | 4,519 | $436K |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,340 | $419K |
| HRT FINANCIAL LP | 4,274 | $412K |
| ROCKLAND TRUST CO | 3,235 | $312K |
| Regal Investment Advisors LLC | 2,990 | $288K |
| MML INVESTORS SERVICES, LLC | 2,877 | $278K |
| Creative Planning | 2,858 | $276K |
| Arax Advisory Partners | 2,587 | $250K |
| Fifth Third Securities, Inc. | 2,157 | $208K |
| MERCER GLOBAL ADVISORS INC /ADV | 864 | $83K |
| IFG Advisory, LLC | 513 | $49K |
| Regatta Research & Money Management | 446 | $43K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LL | 23,575 | $2M |
| Kestra Investment Management, LLC | 6,069 | $585K |
| Retireful, LLC | 4,184 | $404K |
| FORONJY FINANCIAL LLC | 2,661 | $257K |
| Western Wealth Management, LLC | 719 | $69K |
| FIFTH THIRD BANCORP | 62 | $6K |
| MAI Capital Management | 57 | $5K |
| HOWE & RUSLING INC | 55 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +92,891 | +54.3% | 263,839 |
| Marks Group Wealth Management, Inc | +87,317 | +102.6% | 172,437 |
| MORGAN STANLEY | +81,303 | +323.3% | 106,450 |
| Mosley Wealth Management | +80,257 | +1179.2% | 87,063 |
| ENVESTNET ASSET MANAGEMENT INC | +48,587 | +3.4% | 1,463,420 |
| TWO SIGMA INVESTMENTS, LP | +34,800 | +319.3% | 45,700 |
| LPL Financial LLC | +30,304 | +20.9% | 175,534 |
| Nova Wealth Management, Inc. | +24,768 | +173.8% | 39,016 |
| OSAIC HOLDINGS, INC. | +22,911 | +84.9% | 49,900 |
| Kestra Advisory Services, LLC | +15,327 | +7.3% | 224,914 |
| Cetera Investment Advisers | +13,244 | +6.4% | 218,910 |
| Strategic Blueprint, LLC | +10,702 | +31.8% | 44,403 |
| NewEdge Advisors, LLC | +9,558 | +42.1% | 32,285 |
| Cambridge Investment Research Advis | +4,166 | +4.1% | 105,413 |
| Midwest Financial Network, LLC | +3,716 | +46.7% | 11,681 |
| CWM, LLC | +3,271 | +520.0% | 3,900 |
| CALTON & ASSOCIATES, INC. | +2,692 | +40.9% | 9,272 |
| TWIN PEAKS WEALTH ADVISORS, LLC | +2,640 | +256.3% | 3,670 |
| AE Wealth Management LLC | +1,953 | +14.5% | 15,464 |
| Worth Asset Management, LLC | +1,862 | +28.9% | 8,303 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -324,819 | -10.6% | 2,731,087 |
| ROYAL BANK OF CANADA | -34,788 | -79.9% | 8,740 |
| COMMONWEALTH EQUITY SERVICES, LLC | -15,093 | -17.3% | 72,098 |
| Rockefeller Capital Management L.P. | -11,213 | -26.0% | 31,925 |
| JANE STREET GROUP, LLC | -10,522 | -65.4% | 5,556 |
| First Heartland Consultants, Inc. | -9,133 | -9.8% | 83,981 |
| Atria Investments, Inc | -8,358 | -22.3% | 29,071 |
| JPMORGAN CHASE & CO | -5,357 | -6.0% | 83,654 |
| PRINCIPAL SECURITIES, INC. | -3,719 | -11.8% | 27,879 |
| Valmark Advisers, Inc. | -3,130 | -31.6% | 6,784 |
| Cerity Partners LLC | -2,376 | -4.2% | 54,666 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -2,188 | -3.1% | 68,792 |
| Mariner, LLC | -1,187 | -27.9% | 3,064 |
| Portfolio Strategies, Inc. | -978 | -0.6% | 150,137 |
| RCS Financial Planning, LLC | -907 | -10.2% | 7,983 |
| Great Lakes Retirement, Inc. | -747 | -0.5% | 137,003 |
| BANK OF AMERICA CORP /DE | -696 | -2.8% | 24,606 |
| Stonehearth Capital Management, LLC | -654 | -9.4% | 6,326 |
| Orgel Wealth Management, LLC | -605 | -8.1% | 6,843 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -561 | -65.2% | 300 |