Bank of Montreal
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Bank of Montreal’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Bank of Montreal’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
2022
Q1 		– Sell
-102
Closed -$6K – 4189
2021
Q4 		$6K Hold
102
– – ﹤0.01% 3418
2021
Q3 		$5K Sell
102
-65,088
-100% -$3.27M ﹤0.01% 3750
2021
Q2 		$3.17M Buy
+65,190
New +$3.07M ﹤0.01% 1819

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's FDMO Position: Q1 2022 in Review

Bank of Montreal sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2022, closing a stake of 102 shares — an estimated $6K sold.

Bank of Montreal first reported a position in FDMO in Q2 2021 and held it in 3 quarters. The position peaked at $3.17M in Q2 2021. 34 funds tracked by Wall St. Rank hold FDMO as of Q1 2022.

  • Bank of Montreal reported no remaining Fidelity Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 102 Fidelity Momentum Factor ETF shares in Q1 2022, an estimated $6K.
  • Bank of Montreal first reported a position in Fidelity Momentum Factor ETF in Q2 2021 and held it in 3 quarters.
  • Bank of Montreal's Fidelity Momentum Factor ETF position peaked at $3.17M in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.