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Lake Point Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Lake Point Wealth Management’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
2019
Q2 		$12K Hold
336
– – ﹤0.01% 299
2019
Q1 		$12K Buy
336
+9
+3% +$292 ﹤0.01% 299
2018
Q4 		$10K Buy
+327
New +$10.5K ﹤0.01% 456

Other funds holding FDMO

FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Lake Point Wealth Management's FDMO Position: Q2 2019 in Review

Lake Point Wealth Management held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2019 at 336 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Lake Point Wealth Management first reported a position in FDMO in Q4 2018 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold FDMO as of Q2 2019.

  • Lake Point Wealth Management held 336 shares of Fidelity Momentum Factor ETF worth $12K as of Q2 2019.
  • Lake Point Wealth Management left its Fidelity Momentum Factor ETF share count unchanged in Q2 2019.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #299 holding.
  • Lake Point Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.