Citigroup
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Citigroup’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Citigroup’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 -$5K – 6404
2021
Q4 		$5K Hold
102
– – ﹤0.01% 5658
2021
Q3 		$5K Sell
102
-643,805
-100% -$32.3M ﹤0.01% 5584
2021
Q2 		$31.3M Buy
643,907
+330,007
+105% +$15.5M 0.02% 760
2021
Q1 		$14.1M Buy
313,900
+68,950
+28% +$3.14M 0.01% 1160
2020
Q4 		$10.8M Buy
244,950
+124,230
+103% +$5.24M 0.01% 1492
2020
Q3 		$4.87M Buy
+120,720
New +$4.77M ﹤0.01% 1908

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

Citigroup's FDMO Position: Q1 2022 in Review

Citigroup sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2022, closing a stake of 102 shares — an estimated $5K sold.

Citigroup first reported a position in FDMO in Q3 2020 and held it in 6 quarters. The position peaked at $31.3M in Q2 2021. 34 funds tracked by Wall St. Rank hold FDMO as of Q1 2022.

  • Citigroup reported no remaining Fidelity Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Citigroup sold 102 Fidelity Momentum Factor ETF shares in Q1 2022, an estimated $5K.
  • Citigroup first reported a position in Fidelity Momentum Factor ETF in Q3 2020 and held it in 6 quarters.
  • Citigroup's Fidelity Momentum Factor ETF position peaked at $31.3M in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2022.

Based on Citigroup's 13F filing for Q1 2022, filed 12 May 2022.