Advisory Alpha’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Advisory Alpha’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	-600	Closed	-$25K	–	277
2020 Q3	$25K	Buy	+600	New	+$23.7K	0.01%	291
2020 Q2	–	Sell	-600	Closed	-$19.9K	–	256
2020 Q1	$19.9K	Hold	600	–	–	0.01%	315
2019 Q4	$22.6K	Hold	600	–	–	0.01%	391
2019 Q3	$20.8K	Buy	+600	New	+$21.4K	0.01%	367
2019 Q2	–	Sell	-600	Closed	-$20.6K	–	288
2019 Q1	$20.6K	Buy	+600	New	+$19.5K	0.01%	331

Other funds holding FDMO

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's FDMO Position: Q4 2020 in Review

Advisory Alpha sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2020, closing a stake of 600 shares — an estimated $25K sold.

Advisory Alpha first reported a position in FDMO in Q1 2019 and held it in 5 quarters. The position peaked at $25K in Q3 2020. 31 funds tracked by Wall St. Rank hold FDMO as of Q4 2020.

Advisory Alpha reported no remaining Fidelity Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 600 Fidelity Momentum Factor ETF shares in Q4 2020, an estimated $25K.
Advisory Alpha first reported a position in Fidelity Momentum Factor ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Fidelity Momentum Factor ETF position peaked at $25K in Q3 2020.
31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.