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Investmark Advisory Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-48
Closed -$2K – 171
2021
Q4 		$2K Buy
+48
New +$2.52K ﹤0.01% 352

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investmark Advisory Group's FDMO Position: Q1 2022 in Review

Investmark Advisory Group sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2022, closing a stake of 48 shares — an estimated $2K sold.

Investmark Advisory Group first reported a position in FDMO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 34 funds tracked by Wall St. Rank hold FDMO as of Q1 2022.

  • Investmark Advisory Group reported no remaining Fidelity Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 48 Fidelity Momentum Factor ETF shares in Q1 2022, an estimated $2K.
  • Investmark Advisory Group first reported a position in Fidelity Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Fidelity Momentum Factor ETF position peaked at $2K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.