Cetera Advisor Networks’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cetera Advisor Networks’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 Q1	$713K	Buy	11,817 +951	+9%	+$53.8K	﹤0.01%	1681
2023 Q4	$575K	Buy	10,866 +948	+10%	+$46.5K	﹤0.01%	1763
2023 Q3	$463K	Buy	9,918 +35	+0.4%	+$1.69K	﹤0.01%	1819
2023 Q2	$478K	Buy	9,883 +1,377	+16%	+$63.1K	﹤0.01%	1739
2023 Q1	$380K	Buy	8,506 +1,099	+15%	+$48K	﹤0.01%	1882
2022 Q4	$317K	Buy	+7,407	New	+$323K	﹤0.01%	1958

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisor Networks's FDMO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Fidelity Momentum Factor ETF (FDMO) stake by 8.8% in Q1 2024, buying an estimated $53.8K and bringing the position to 11,817 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Cetera Advisor Networks first reported a position in FDMO in Q4 2022 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold FDMO as of Q1 2024.

Cetera Advisor Networks held 11,817 shares of Fidelity Momentum Factor ETF worth $713K as of Q1 2024.
Cetera Advisor Networks bought 951 Fidelity Momentum Factor ETF shares in Q1 2024, an estimated $53.8K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1681 holding.
Cetera Advisor Networks first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.