Financial Partners Group (Kansas)’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Financial Partners Group (Kansas)’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
2021 Q1	–	Sell	-4,480	Closed	-$208K	–	143
2020 Q4	$208K	Sell	4,480 -857	-16%	-$36.2K	0.06%	124
2020 Q3	$215K	Sell	5,337 -603	-10%	-$23.8K	0.07%	111
2020 Q2	$218K	Buy	+5,940	New	+$206K	0.09%	91
2019 Q4	–	Sell	-186,589	Closed	-$6.53M	–	84
2019 Q3	$6.53M	Buy	186,589 +4,628	+3%	+$165K	2.9%	10
2019 Q2	$6.45M	Buy	181,961 +1,657	+0.9%	+$57.4K	3.03%	9
2019 Q1	$6.09M	Buy	180,304 +22,455	+14%	+$729K	3.3%	11
2018 Q4	$4.68M	Buy	+157,849	New	+$5.06M	3.04%	13

Other funds holding FDMO

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDMO Position: Q1 2021 in Review

Financial Partners Group (Kansas) sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2021, closing a stake of 4,480 shares — an estimated $208K sold.

Financial Partners Group (Kansas) first reported a position in FDMO in Q4 2018 and held it in 7 quarters. The position peaked at $6.53M in Q3 2019. 35 funds tracked by Wall St. Rank hold FDMO as of Q1 2021.

Financial Partners Group (Kansas) reported no remaining Fidelity Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 4,480 Fidelity Momentum Factor ETF shares in Q1 2021, an estimated $208K.
Financial Partners Group (Kansas) first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 7 quarters.
Financial Partners Group (Kansas)'s Fidelity Momentum Factor ETF position peaked at $6.53M in Q3 2019.
35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2021, filed 4 May 2021.