Lehman & Derafelo Financial Resources’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Lehman & Derafelo Financial Resources’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	-200	Closed	-$9K	–	230
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	193
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	232
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	222
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	167
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	180
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	168
2019 Q2	$7K	Sell	200 -54	-21%	-$1.87K	﹤0.01%	159
2019 Q1	$9K	Buy	254 +36	+17%	+$1.17K	﹤0.01%	154
2018 Q4	$6K	Buy	+218	New	+$6.99K	﹤0.01%	154

Other funds holding FDMO

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FDMO Position: Q1 2021 in Review

Lehman & Derafelo Financial Resources sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in FDMO in Q4 2018 and held it in 9 quarters. The position peaked at $9K in Q4 2020. 35 funds tracked by Wall St. Rank hold FDMO as of Q1 2021.

Lehman & Derafelo Financial Resources reported no remaining Fidelity Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 200 Fidelity Momentum Factor ETF shares in Q1 2021, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's Fidelity Momentum Factor ETF position peaked at $9K in Q4 2020.
35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2021, filed 21 Apr 2021.