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FinTrust Capital Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

FinTrust Capital Advisors’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
2020
Q2 		– Sell
-11
Closed – – 1086
2020
Q1 		$0 Hold
11
– – ﹤0.01% 1120
2019
Q4 		$0 Sell
11
-695
-98% -$24.7K ﹤0.01% 1081
2019
Q3 		$25K Sell
706
-34
-5% -$1.21K 0.01% 608
2019
Q2 		$26K Sell
740
-5,325
-88% -$185K 0.01% 545
2019
Q1 		$205K Sell
6,065
-9,432
-61% -$306K 0.09% 182
2018
Q4 		$459K Buy
+15,497
New +$497K 0.23% 98

Other funds holding FDMO

BCI
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

FinTrust Capital Advisors's FDMO Position: Q2 2020 in Review

FinTrust Capital Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2020, closing a stake of 11 shares.

FinTrust Capital Advisors first reported a position in FDMO in Q4 2018 and held it in 6 quarters. The position peaked at $459K in Q4 2018. 27 funds tracked by Wall St. Rank hold FDMO as of Q2 2020.

  • FinTrust Capital Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • FinTrust Capital Advisors sold 11 Fidelity Momentum Factor ETF shares in Q2 2020.
  • FinTrust Capital Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 6 quarters.
  • FinTrust Capital Advisors's Fidelity Momentum Factor ETF position peaked at $459K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2020.

Based on FinTrust Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.