Benjamin F. Edwards & Company’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$19K	Hold	300	–	–	﹤0.01%	1560
2024 Q1	$18K	Hold	300	–	–	﹤0.01%	1560
2023 Q4	$16K	Hold	300	–	–	﹤0.01%	1535
2023 Q3	$14K	Hold	300	–	–	﹤0.01%	1322
2023 Q2	$15K	Hold	300	–	–	﹤0.01%	1330
2023 Q1	$13K	Hold	300	–	–	﹤0.01%	1356
2022 Q4	$13K	Hold	300	–	–	﹤0.01%	1370
2022 Q3	$12K	Hold	300	–	–	﹤0.01%	1353
2022 Q2	$13K	Hold	300	–	–	﹤0.01%	1318
2022 Q1	$15K	Buy	+300	New	+$14.9K	﹤0.01%	1283

Other funds holding FDMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin F. Edwards & Company's FDMO Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2024 at 300 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Benjamin F. Edwards & Company first reported a position in FDMO in Q1 2022 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold FDMO as of Q2 2024.

Benjamin F. Edwards & Company held 300 shares of Fidelity Momentum Factor ETF worth $19K as of Q2 2024.
Benjamin F. Edwards & Company left its Fidelity Momentum Factor ETF share count unchanged in Q2 2024.
Fidelity Momentum Factor ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1560 holding.
Benjamin F. Edwards & Company first reported a position in Fidelity Momentum Factor ETF in Q1 2022 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.