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Avantax Planning Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Avantax Planning Partners’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
2017
Q4 		– Sell
-14,682
Closed -$425K – 327
2017
Q3 		$425K Buy
+14,682
New +$418K 0.03% 226

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AIP
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SPC
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SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Avantax Planning Partners's FDMO Position: Q4 2017 in Review

Avantax Planning Partners sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2017, closing a stake of 14,682 shares — an estimated $425K sold.

Avantax Planning Partners first reported a position in FDMO in Q3 2017 and held it in 1 quarter. The position peaked at $425K in Q3 2017. 13 funds tracked by Wall St. Rank hold FDMO as of Q4 2017.

  • Avantax Planning Partners reported no remaining Fidelity Momentum Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 14,682 Fidelity Momentum Factor ETF shares in Q4 2017, an estimated $425K.
  • Avantax Planning Partners first reported a position in Fidelity Momentum Factor ETF in Q3 2017 and held it in 1 quarter.
  • Avantax Planning Partners's Fidelity Momentum Factor ETF position peaked at $425K in Q3 2017.
  • 13 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.