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 $157B AUM 32.99% 1-Year Est. Return

Fidelity Investments

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management

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

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

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

Commonwealth Equity Services

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return