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Pinnacle Family Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Pinnacle Family 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
2019
Q2 		– Sell
-12,385
Closed -$419K – 79
2019
Q1 		$419K Sell
12,385
-9,243
-43% -$300K 0.37% 46
2018
Q4 		$641K Buy
+21,628
New +$693K 0.43% 42

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

Pinnacle Family Advisors's FDMO Position: Q2 2019 in Review

Pinnacle Family Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2019, closing a stake of 12,385 shares — an estimated $419K sold.

Pinnacle Family Advisors first reported a position in FDMO in Q4 2018 and held it in 2 quarters. The position peaked at $641K in Q4 2018. 36 funds tracked by Wall St. Rank hold FDMO as of Q2 2019.

  • Pinnacle Family Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Pinnacle Family Advisors sold 12,385 Fidelity Momentum Factor ETF shares in Q2 2019, an estimated $419K.
  • Pinnacle Family Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 2 quarters.
  • Pinnacle Family Advisors's Fidelity Momentum Factor ETF position peaked at $641K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2019.

Based on Pinnacle Family Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.