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CFO4Life’s Fidelity Momentum Factor ETF FDMO Stock Holding History

CFO4Life’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
Q4 		$2.04M Buy
+47,747
New +$2.08M 0.43% 47

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFO4Life's FDMO Position: Q4 2022 in Review

CFO4Life opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q4 2022: 47,747 shares worth $2.04M. The stake represents 0.43% of the portfolio and ranks #47 among its holdings.

37 funds tracked by Wall St. Rank hold FDMO as of Q4 2022.

  • CFO4Life held 47,747 shares of Fidelity Momentum Factor ETF worth $2.04M as of Q4 2022.
  • Fidelity Momentum Factor ETF was a new CFO4Life position in Q4 2022.
  • Fidelity Momentum Factor ETF made up 0.43% of CFO4Life's portfolio in Q4 2022, its #47 holding.
  • 37 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.