Fiduciary Trust’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Fiduciary Trust’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 Q3	–	Sell	-4,214	Closed	-$269K	–	659
2024 Q2	$269K	Hold	4,214	–	–	﹤0.01%	558
2024 Q1	$254K	Hold	4,214	–	–	﹤0.01%	585
2023 Q4	$223K	Buy	+4,214	New	+$207K	﹤0.01%	591
2023 Q3	–	Sell	-4,214	Closed	-$204K	–	622
2023 Q2	$204K	Buy	+4,214	New	+$193K	﹤0.01%	606
2022 Q2	–	Sell	-4,214	Closed	-$215K	–	644
2022 Q1	$215K	Hold	4,214	–	–	﹤0.01%	626
2021 Q4	$226K	Hold	4,214	–	–	﹤0.01%	614
2021 Q3	$207K	Hold	4,214	–	–	﹤0.01%	620
2021 Q2	$205K	Buy	+4,214	New	+$198K	﹤0.01%	619

Other funds holding FDMO

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

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

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

AWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Trust's FDMO Position: Q3 2024 in Review

Fiduciary Trust sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2024, closing a stake of 4,214 shares — an estimated $269K sold.

Fiduciary Trust first reported a position in FDMO in Q2 2021 and held it in 8 quarters. The position peaked at $269K in Q2 2024. 50 funds tracked by Wall St. Rank hold FDMO as of Q3 2024.

Fiduciary Trust reported no remaining Fidelity Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
Fiduciary Trust sold 4,214 Fidelity Momentum Factor ETF shares in Q3 2024, an estimated $269K.
Fiduciary Trust first reported a position in Fidelity Momentum Factor ETF in Q2 2021 and held it in 8 quarters.
Fiduciary Trust's Fidelity Momentum Factor ETF position peaked at $269K in Q2 2024.
50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2024.

Based on Fiduciary Trust's 13F filing for Q3 2024, filed 14 Nov 2024.