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Arkadios Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,052
Closed -$51K – 970
2021
Q3 		$51K Buy
1,052
+52
+5% +$2.61K 0.01% 871
2021
Q2 		$48K Sell
1,000
-6,975
-87% -$328K 0.01% 944
2021
Q1 		$358K Buy
+7,975
New +$363K 0.06% 313

Other funds holding FDMO

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
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's FDMO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2021, closing a stake of 1,052 shares — an estimated $51K sold.

Arkadios Wealth Advisors first reported a position in FDMO in Q1 2021 and held it in 3 quarters. The position peaked at $358K in Q1 2021. 34 funds tracked by Wall St. Rank hold FDMO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,052 Fidelity Momentum Factor ETF shares in Q4 2021, an estimated $51K.
  • Arkadios Wealth Advisors first reported a position in Fidelity Momentum Factor ETF in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Fidelity Momentum Factor ETF position peaked at $358K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.