Filing Research | FIDELITY MOMENTUM FACTOR ETF Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Mosley Wealth Management	Shares	87.1KSH	$8.6M
2	First Heartland Consultants, Inc.	Shares	84.0KSH	$8.3M
3	Strategic Blueprint, LLC	Shares	44.4KSH	$4.4M
4	Nova Wealth Management, Inc.	Shares	39.0KSH	$3.8M
5	Envestnet Portfolio Solutions, Inc.	Shares	23.5KSH	$2.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.9KSH	$1.5M
7	Bryant Woods Investment Advisors, LLC	Shares	11.9KSH	$1.2M
8	Farther Finance Advisors, LLC	Shares	11.9KSH	$1.2M
9	Midwest Financial Network, LLC	Shares	11.7KSH	$1.2M
10	J.W. COLE ADVISORS, INC.	Shares	11.1KSH	$1.1M
11	Worth Asset Management, LLC	Shares	8.3KSH	$818.4K
12	RCS Financial Planning, LLC	Shares	8.0KSH	$786.9K
13	Orgel Wealth Management, LLC	Shares	6.8KSH	$674.5K
14	Stonehearth Capital Management, LLC	Shares	6.3KSH	$623.6K
15	SAX WEALTH ADVISORS, LLC	Shares	6.8KSH	$545.6K
16	Darwin Wealth Management, LLC	Shares	4.3KSH	$427.8K
17	ROCKLAND TRUST CO	Shares	3.2KSH	$318.9K
18	ShoreHaven Wealth Partners, LLC	Shares	2.8KSH	$273.8K
19	FIFTH THIRD SECURITIES, INC.	Shares	2.2KSH	$212.6K
20	IFP Advisors, Inc	Shares	1.4KSH	$139.4K
21	High Point Wealth Management, LLC	Shares	1.0KSH	$100.7K
22	Quest 10 Wealth Builders, Inc.	Shares	429SH	$42.3K
23	Bogart Wealth, LLC	Shares	130SH	$12.8K
24	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	118SH	$11.6K
25	GAMMA Investing LLC	Shares	86SH	$8.5K
26	Community Financial Services Group, LLC	Shares	80SH	$7.7K
27	SIGNATUREFD, LLC	Shares	51SH	$5.0K
28	Beaird Harris Wealth Management, LLC	Shares	51SH	$5.0K
29	Spire Wealth Management	Shares	39SH	$3.8K
30	Cape Investment Advisory, Inc.	Shares	14SH	$1.4K
31	Kings Path Partners LLC	Shares	5SH	$531

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+80.3K	+$8.0M	$8.6M
2	Nova Wealth Management, Inc. added	Shares	+24.8K	+$2.7M	$3.8M
3	Strategic Blueprint, LLC added	Shares	+10.7K	+$1.7M	$4.4M
4	J.W. COLE ADVISORS, INC. new	Shares	+11.1K	+$1.1M	$1.1M
5	First Heartland Consultants, Inc. trimmed	Shares	-9.1K	+$819.6K	$8.3M
6	Midwest Financial Network, LLC added	Shares	+3.7K	+$512.6K	$1.2M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+916	+$508.0K	$2.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$373.1K	$1.5M
9	Farther Finance Advisors, LLC added	Shares	+1.9K	+$356.2K	$1.2M
10	ROCKLAND TRUST CO new	Shares	+3.2K	+$318.9K	$318.9K
11	Worth Asset Management, LLC added	Shares	+1.9K	+$302.5K	$818.4K
12	Bryant Woods Investment Advisors, LLC added	Shares	+13	+$221.5K	$1.2M
13	FIFTH THIRD SECURITIES, INC. new	Shares	+2.2K	+$212.6K	$212.6K
14	Darwin Wealth Management, LLC added	Shares	+4	+$80.5K	$427.8K
15	Orgel Wealth Management, LLC trimmed	Shares	-605	+$77.9K	$674.5K
16	RCS Financial Planning, LLC trimmed	Shares	-907	+$74.8K	$786.9K
17	Stonehearth Capital Management, LLC trimmed	Shares	-654	+$64.5K	$623.6K
18	ShoreHaven Wealth Partners, LLC trimmed	Shares	-20	+$49.7K	$273.8K
19	High Point Wealth Management, LLC added	Shares	+1	+$19.0K	$100.7K
20	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$7.9K	$42.3K
21	Community Financial Services Group, LLC new	Shares	+80	+$7.7K	$7.7K
22	GAMMA Investing LLC added	Shares	+45	+$5.2K	$8.5K
23	Beaird Harris Wealth Management, LLC new	Shares	+51	+$5.0K	$5.0K
24	Bogart Wealth, LLC unchanged	Shares	0	+$2.4K	$12.8K
25	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$2.2K	$11.6K
26	Cape Investment Advisory, Inc. new	Shares	+14	+$1.4K	$1.4K
27	SIGNATUREFD, LLC unchanged	Shares	0	+$942	$5.0K
28	Spire Wealth Management unchanged	Shares	0	+$720	$3.8K
29	Kings Path Partners LLC unchanged	Shares	0	+$78	$531
30	IFP Advisors, Inc trimmed	Shares	-449	-$9.8K	$139.4K
31	SAX WEALTH ADVISORS, LLC unchanged	Shares	0	-$26.3K	$545.6K
32	FORONJY FINANCIAL LLC exited	Shares	-2.7K	-$213.1K	$0