Kestra Private Wealth Services’s Fidelity Momentum Factor ETF FDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
62,569
+712
| +1% | +$54K | 0.07% | 281 |
|
|
2025
Q1 | $4.02M | Buy |
61,857
+10,143
| +20% | +$660K | 0.07% | 292 |
|
|
2024
Q4 | $3.6M | Buy |
51,714
+29,210
| +130% | +$2.03M | 0.06% | 302 |
|
|
2024
Q3 | $1.49M | Buy |
+22,504
| New | +$1.49M | 0.03% | 498 |
|
|
2022
Q3 | – | Sell |
-5,218
| Closed | -$218K | – | 928 |
|
|
2022
Q2 | $218K | Sell |
5,218
-2,353
| -31% | -$98.3K | 0.01% | 764 |
|
|
2022
Q1 | $386K | Buy |
7,571
+209
| +3% | +$10.7K | 0.02% | 662 |
|
|
2021
Q4 | $395K | Buy |
+7,362
| New | +$395K | 0.02% | 665 |
|