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ACG Wealth’s Fidelity Momentum Factor ETF FDMO Stock Holding History

ACG Wealth’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-28
Closed -$1K – 491
2022
Q2 		$1K Buy
+28
New +$1.27K ﹤0.01% 860

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACG Wealth's FDMO Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

ACG Wealth first reported a position in FDMO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 31 funds tracked by Wall St. Rank hold FDMO as of Q3 2022.

  • ACG Wealth reported no remaining Fidelity Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 28 Fidelity Momentum Factor ETF shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in Fidelity Momentum Factor ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Fidelity Momentum Factor ETF position peaked at $1K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.