GFPC
FDMO icon

Global Financial Private Capital’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Global Financial Private Capital’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
2018
Q3 		– Sell
-15,042
Closed -$494K – 532
2018
Q2 		$494K Buy
+15,042
New +$493K 0.02% 373

Other funds holding FDMO

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Global Financial Private Capital's FDMO Position: Q3 2018 in Review

Global Financial Private Capital sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2018, closing a stake of 15,042 shares — an estimated $494K sold.

Global Financial Private Capital first reported a position in FDMO in Q2 2018 and held it in 1 quarter. The position peaked at $494K in Q2 2018. 28 funds tracked by Wall St. Rank hold FDMO as of Q3 2018.

  • Global Financial Private Capital reported no remaining Fidelity Momentum Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 15,042 Fidelity Momentum Factor ETF shares in Q3 2018, an estimated $494K.
  • Global Financial Private Capital first reported a position in Fidelity Momentum Factor ETF in Q2 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Fidelity Momentum Factor ETF position peaked at $494K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2018.

Based on Global Financial Private Capital's 13F filing for Q3 2018, filed 5 Nov 2018.