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Prospera Financial Services’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Prospera Financial Services’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
2023
Q1 		– Sell
-7,428
Closed -$318K – 973
2022
Q4 		$318K Sell
7,428
-3,662
-33% -$160K 0.02% 678
2022
Q3 		$456K Sell
11,090
-306
-3% -$13.6K 0.02% 543
2022
Q2 		$475K Buy
11,396
+224
+2% +$10.2K 0.02% 527
2022
Q1 		$570K Sell
11,172
-44
-0.4% -$2.19K 0.02% 559
2021
Q4 		$602K Sell
11,216
-502
-4% -$26.3K 0.03% 519
2021
Q3 		$574K Buy
11,718
+258
+2% +$12.9K 0.03% 494
2021
Q2 		$557K Sell
11,460
-845
-7% -$39.8K 0.03% 501
2021
Q1 		$553K Buy
+12,305
New +$560K 0.03% 462
2020
Q1 		– Sell
-25,436
Closed -$933K – 551
2019
Q4 		$933K Buy
25,436
+809
+3% +$28.7K 0.07% 270
2019
Q3 		$862K Buy
24,627
+509
+2% +$18.1K 0.09% 200
2019
Q2 		$859K Sell
24,118
-3,343
-12% -$116K 0.1% 181
2019
Q1 		$930K Buy
27,461
+3,706
+16% +$120K 0.31% 90
2018
Q4 		$704K Buy
23,755
+10,355
+77% +$332K 0.14% 150
2018
Q3 		$472K Buy
+13,400
New +$460K 0.09% 221

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Prospera Financial Services's FDMO Position: Q1 2023 in Review

Prospera Financial Services sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2023, closing a stake of 7,428 shares — an estimated $318K sold.

Prospera Financial Services first reported a position in FDMO in Q3 2018 and held it in 14 quarters. The position peaked at $933K in Q4 2019. 35 funds tracked by Wall St. Rank hold FDMO as of Q1 2023.

  • Prospera Financial Services reported no remaining Fidelity Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 7,428 Fidelity Momentum Factor ETF shares in Q1 2023, an estimated $318K.
  • Prospera Financial Services first reported a position in Fidelity Momentum Factor ETF in Q3 2018 and held it in 14 quarters.
  • Prospera Financial Services's Fidelity Momentum Factor ETF position peaked at $933K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.