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Flagship Harbor Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Flagship Harbor 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
Q4 		– Sell
-2,000
Closed -$80K – 923
2020
Q3 		$80K Hold
2,000
– – 0.01% 717
2020
Q2 		$73K Hold
2,000
– – 0.01% 744
2020
Q1 		$61K Buy
+2,000
New +$71K 0.01% 699

Other funds holding FDMO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Harbor Advisors's FDMO Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2020, closing a stake of 2,000 shares — an estimated $80K sold.

Flagship Harbor Advisors first reported a position in FDMO in Q1 2020 and held it in 3 quarters. The position peaked at $80K in Q3 2020. 31 funds tracked by Wall St. Rank hold FDMO as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,000 Fidelity Momentum Factor ETF shares in Q4 2020, an estimated $80K.
  • Flagship Harbor Advisors first reported a position in Fidelity Momentum Factor ETF in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's Fidelity Momentum Factor ETF position peaked at $80K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.