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Fulcrum Equity Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Fulcrum Equity Management’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
2024
Q3 		– Sell
-19,818
Closed -$1.26M – 146
2024
Q2 		$1.26M Buy
+19,818
New +$1.2M 1.13% 17

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulcrum Equity Management's FDMO Position: Q3 2024 in Review

Fulcrum Equity Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2024, closing a stake of 19,818 shares — an estimated $1.26M sold.

Fulcrum Equity Management first reported a position in FDMO in Q2 2024 and held it in 1 quarter. The position peaked at $1.26M in Q2 2024. 50 funds tracked by Wall St. Rank hold FDMO as of Q3 2024.

  • Fulcrum Equity Management reported no remaining Fidelity Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,818 Fidelity Momentum Factor ETF shares in Q3 2024, an estimated $1.26M.
  • Fulcrum Equity Management first reported a position in Fidelity Momentum Factor ETF in Q2 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's Fidelity Momentum Factor ETF position peaked at $1.26M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.