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Advisor Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Advisor Group’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
2019
Q4 		$170K Buy
4,643
+60
+1% +$2.13K ﹤0.01% 2522
2019
Q3 		$161K Sell
4,583
-65
-1% -$2.31K ﹤0.01% 2493
2019
Q2 		$164K Buy
4,648
+196
+4% +$6.79K ﹤0.01% 2468
2019
Q1 		$150K Buy
4,452
+832
+23% +$27K ﹤0.01% 2517
2018
Q4 		$107K Hold
3,620
– – ﹤0.01% 2600
2018
Q3 		$128K Hold
3,620
– – ﹤0.01% 2565
2018
Q2 		$119K Buy
3,620
+1,269
+54% +$41.6K ﹤0.01% 2383
2018
Q1 		$74K Hold
2,351
– – ﹤0.01% 2788
2017
Q4 		$74K Hold
2,351
– – ﹤0.01% 2799
2017
Q3 		$68K Buy
2,351
+1,267
+117% +$36.1K ﹤0.01% 2708
2017
Q2 		$30K Hold
1,084
– – ﹤0.01% 3198
2017
Q1 		$30K Sell
1,084
-29
-3% -$774 ﹤0.01% 3081
2016
Q4 		$28K Hold
1,113
– – ﹤0.01% 3009
2016
Q3 		$28K Buy
+1,113
New +$28.2K ﹤0.01% 2924

Other funds holding FDMO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Advisor Group's FDMO Position: Q4 2019 in Review

Advisor Group increased its Fidelity Momentum Factor ETF (FDMO) stake by 1.3% in Q4 2019, buying an estimated $2.13K and bringing the position to 4,643 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Advisor Group first reported a position in FDMO in Q3 2016 and has held it in 14 quarters since. 34 funds tracked by Wall St. Rank hold FDMO as of Q4 2019.

  • Advisor Group held 4,643 shares of Fidelity Momentum Factor ETF worth $170K as of Q4 2019.
  • Advisor Group bought 60 Fidelity Momentum Factor ETF shares in Q4 2019, an estimated $2.13K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2522 holding.
  • Advisor Group first reported a position in Fidelity Momentum Factor ETF in Q3 2016 and has held it in 14 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.