IFG Advisory’s Fidelity Momentum Factor ETF FDMO Stock Holding History

IFG Advisory’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
2022 Q4	–	Sell	-4,930	Closed	-$202K	–	507
2022 Q3	$202K	Buy	+4,930	New	+$219K	0.02%	490

Other funds holding FDMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFO4Life Coppell, Texas $471M AUM

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG Advisory's FDMO Position: Q4 2022 in Review

IFG Advisory sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2022, closing a stake of 4,930 shares — an estimated $202K sold.

IFG Advisory first reported a position in FDMO in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 37 funds tracked by Wall St. Rank hold FDMO as of Q4 2022.

IFG Advisory reported no remaining Fidelity Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
IFG Advisory sold 4,930 Fidelity Momentum Factor ETF shares in Q4 2022, an estimated $202K.
IFG Advisory first reported a position in Fidelity Momentum Factor ETF in Q3 2022 and held it in 1 quarter.
IFG Advisory's Fidelity Momentum Factor ETF position peaked at $202K in Q3 2022.
37 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.