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Legacy Capital Group California’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Legacy Capital Group California’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
2024
Q3 		– Sell
-4,628
Closed -$295K – 333
2024
Q2 		$295K Buy
+4,628
New +$281K 0.11% 222

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Capital Group California's FDMO Position: Q3 2024 in Review

Legacy Capital Group California sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2024, closing a stake of 4,628 shares — an estimated $295K sold.

Legacy Capital Group California first reported a position in FDMO in Q2 2024 and held it in 1 quarter. The position peaked at $295K in Q2 2024. 50 funds tracked by Wall St. Rank hold FDMO as of Q3 2024.

  • Legacy Capital Group California reported no remaining Fidelity Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,628 Fidelity Momentum Factor ETF shares in Q3 2024, an estimated $295K.
  • Legacy Capital Group California first reported a position in Fidelity Momentum Factor ETF in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Group California's Fidelity Momentum Factor ETF position peaked at $295K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.