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CFO4Life Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

CFO4Life Group’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
2023
Q1 		– Sell
-47,747
Closed -$2.04M – 174
2022
Q4 		$2.04M Buy
+47,747
New +$2.08M 0.43% 47

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

CFO4Life Group's FDMO Position: Q1 2023 in Review

CFO4Life Group sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2023, closing a stake of 47,747 shares — an estimated $2.04M sold.

CFO4Life Group first reported a position in FDMO in Q4 2022 and held it in 1 quarter. The position peaked at $2.04M in Q4 2022. 35 funds tracked by Wall St. Rank hold FDMO as of Q1 2023.

  • CFO4Life Group reported no remaining Fidelity Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • CFO4Life Group sold 47,747 Fidelity Momentum Factor ETF shares in Q1 2023, an estimated $2.04M.
  • CFO4Life Group first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • CFO4Life Group's Fidelity Momentum Factor ETF position peaked at $2.04M in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2023.

Based on CFO4Life Group's 13F filing for Q1 2023, filed 3 May 2023.