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Fidelity Momentum Factor ETF
FDMO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 269 M -USD 29.9 M -324,819 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 144 M +USD 4.47 M +48,587 +3%
Raymond James Financial
3
Raymond James Financial
Florida
USD 26 M +USD 8.54 M +92,891 +54%
Kestra Advisory Services
4
Kestra Advisory Services
Texas
USD 22.2 M +USD 1.41 M +15,327 +7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 21.6 M +USD 1.22 M +13,244 +6%
LPL Financial
6
LPL Financial
California
USD 17.3 M +USD 2.78 M +30,304 +21%
Marks Group Wealth Management
7
Marks Group Wealth Management
Minnesota
USD 17 M +USD 8.02 M +87,317 +103%
PS
8
Portfolio Strategies
New York
USD 14.8 M -USD 89.9 k -978 -0.6%
Great Lakes Retirement
9
Great Lakes Retirement
Ohio
USD 13.5 M -USD 68.6 k -747 -0.5%
ECA
10
Elevation Capital Advisory
Oregon
USD 12.6 M +USD 11.7 M +127,358 Nuevas
Morgan Stanley
11
Morgan Stanley
New York
USD 10.5 M +USD 7.47 M +81,303 +323%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
USD 10.4 M +USD 383 k +4,166 +4%
MWM
13
Mosley Wealth Management
California
USD 8.58 M +USD 7.38 M +80,257 +1,179%
First Heartland Consultants
14
First Heartland Consultants
Missouri
USD 8.28 M -USD 839 k -9,133 -10%
JP Morgan Chase
15
JP Morgan Chase
New York
USD 8.16 M -USD 492 k -5,357 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 7.11 M -USD 1.39 M -15,093 -17%
Kestra Private Wealth Services
17
Kestra Private Wealth Services
Texas
USD 6.78 M -USD 201 k -2,188 -3%
Goldman Sachs
18
Goldman Sachs
New York
USD 6.21 M – – –
Cerity Partners
19
Cerity Partners
New York
USD 5.39 M -USD 218 k -2,376 -4%
AP
20
Advisortrust Partners
North Carolina
USD 5.12 M +USD 4.78 M +51,975 Nuevas
Osaic Holdings
21
Osaic Holdings
Arizona
USD 4.92 M +USD 2.11 M +22,911 +85%
Two Sigma Investments
22
Two Sigma Investments
New York
USD 4.5 M +USD 3.2 M +34,800 +319%
Strategic Blueprint
23
Strategic Blueprint
Georgia
USD 4.38 M +USD 984 k +10,702 +32%
NWM
24
Nova Wealth Management
Florida
USD 3.85 M +USD 2.28 M +24,768 +174%
NewEdge Advisors
25
NewEdge Advisors
Louisiana
USD 3.18 M +USD 878 k +9,558 +42%
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