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Inspire Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Inspire 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
2021
Q1 		– Sell
-901
Closed -$40K – 304
2020
Q4 		$40K Buy
+901
New +$38K 0.01% 255

Other funds holding FDMO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inspire Advisors's FDMO Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2021, closing a stake of 901 shares — an estimated $40K sold.

Inspire Advisors first reported a position in FDMO in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 35 funds tracked by Wall St. Rank hold FDMO as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 901 Fidelity Momentum Factor ETF shares in Q1 2021, an estimated $40K.
  • Inspire Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity Momentum Factor ETF position peaked at $40K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.