Coppell Advisory Solutions’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Coppell Advisory Solutions’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 Q4	$476	Buy	+9	New	+$442	﹤0.01%	1519

Other funds holding FDMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Coppell Advisory Solutions's FDMO Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q4 2023: 9 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings.

35 funds tracked by Wall St. Rank hold FDMO as of Q4 2023.

Coppell Advisory Solutions held 9 shares of Fidelity Momentum Factor ETF worth $476 as of Q4 2023.
Fidelity Momentum Factor ETF was a new Coppell Advisory Solutions position in Q4 2023.
Fidelity Momentum Factor ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1519 holding.
35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.