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FormulaFolio Investments’s Fidelity Momentum Factor ETF FDMO Stock Holding History

FormulaFolio Investments’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
2019
Q1 		– Sell
-61,297
Closed -$2.17M – 345
2018
Q4 		$2.17M Hold
61,297
– – 0.1% 80
2018
Q3 		$2.17M Buy
61,297
+1,821
+3% +$62.5K 0.1% 80
2018
Q2 		$1.96M Buy
+59,476
New +$1.95M 0.09% 82

Other funds holding FDMO

FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

FormulaFolio Investments's FDMO Position: Q1 2019 in Review

FormulaFolio Investments sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2019, closing a stake of 61,297 shares — an estimated $2.17M sold.

FormulaFolio Investments first reported a position in FDMO in Q2 2018 and held it in 3 quarters. The position peaked at $2.17M in Q4 2018. 39 funds tracked by Wall St. Rank hold FDMO as of Q1 2019.

  • FormulaFolio Investments reported no remaining Fidelity Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 61,297 Fidelity Momentum Factor ETF shares in Q1 2019, an estimated $2.17M.
  • FormulaFolio Investments first reported a position in Fidelity Momentum Factor ETF in Q2 2018 and held it in 3 quarters.
  • FormulaFolio Investments's Fidelity Momentum Factor ETF position peaked at $2.17M in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.