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Adams Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-8
Closed – – 162
2020
Q3 		$0 Buy
+8
New +$316 ﹤0.01% 349
2020
Q1 		– Sell
-24,866
Closed -$912K – 77
2019
Q4 		$912K Buy
+24,866
New +$882K 0.77% 41

Other funds holding FDMO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adams Wealth Management's FDMO Position: Q4 2020 in Review

Adams Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2020, closing a stake of 8 shares.

Adams Wealth Management first reported a position in FDMO in Q4 2019 and held it in 2 quarters. The position peaked at $912K in Q4 2019. 31 funds tracked by Wall St. Rank hold FDMO as of Q4 2020.

  • Adams Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 8 Fidelity Momentum Factor ETF shares in Q4 2020.
  • Adams Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's Fidelity Momentum Factor ETF position peaked at $912K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.