AE Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
18,706
-69,065
| -79% | -$5.24M | 0.01% | 626 |
|
|
2025
Q1 | $5.71M | Buy |
87,771
+3,549
| +4% | +$231K | 0.05% | 318 |
|
|
2024
Q4 | $5.86M | Buy |
84,222
+4,852
| +6% | +$338K | 0.05% | 315 |
|
|
2024
Q3 | $5.25M | Buy |
79,370
+7,741
| +11% | +$512K | 0.05% | 323 |
|
|
2024
Q2 | $4.56M | Buy |
71,629
+9,454
| +15% | +$602K | 0.05% | 348 |
|
|
2024
Q1 | $3.75M | Sell |
62,175
-587
| -0.9% | -$35.4K | 0.04% | 356 |
|
|
2023
Q4 | $3.44M | Buy |
62,762
+1,931
| +3% | +$106K | 0.02% | 719 |
|
|
2023
Q3 | $2.84M | Buy |
60,831
+11,612
| +24% | +$542K | 0.02% | 725 |
|
|
2023
Q2 | $2.38M | Buy |
49,219
+16,586
| +51% | +$802K | 0.01% | 790 |
|
|
2023
Q1 | $1.46M | Buy |
32,633
+8,959
| +38% | +$400K | 0.01% | 904 |
|
|
2022
Q4 | $1.01M | Buy |
+23,674
| New | +$1.01M | 0.01% | 976 |
|