LWA
FDMO icon

Lineweaver Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Lineweaver Wealth Advisors’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
Q2 		– Sell
-95,043
Closed -$4.27M – 125
2021
Q1 		$4.27M Buy
+95,043
New +$4.33M 1.51% 19

Other funds holding FDMO

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Lineweaver Wealth Advisors's FDMO Position: Q2 2021 in Review

Lineweaver Wealth Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2021, closing a stake of 95,043 shares — an estimated $4.27M sold.

Lineweaver Wealth Advisors first reported a position in FDMO in Q1 2021 and held it in 1 quarter. The position peaked at $4.27M in Q1 2021. 35 funds tracked by Wall St. Rank hold FDMO as of Q2 2021.

  • Lineweaver Wealth Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 95,043 Fidelity Momentum Factor ETF shares in Q2 2021, an estimated $4.27M.
  • Lineweaver Wealth Advisors first reported a position in Fidelity Momentum Factor ETF in Q1 2021 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Fidelity Momentum Factor ETF position peaked at $4.27M in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.