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Raymond James & Associates’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Raymond James & Associates’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 		$1.43M Sell
21,637
-28,042
-56% -$1.78M ﹤0.01% 2454
2024
Q2 		$3.17M Buy
49,679
+27,158
+121% +$1.65M ﹤0.01% 1888
2024
Q1 		$1.36M Buy
+22,521
New +$1.27M ﹤0.01% 2407

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

Raymond James & Associates's FDMO Position: Q3 2024 in Review

Raymond James & Associates reduced its Fidelity Momentum Factor ETF (FDMO) stake by 56% in Q3 2024, selling an estimated $1.78M and leaving 21,637 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Raymond James & Associates first reported a position in FDMO in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.17M in Q2 2024. 50 funds tracked by Wall St. Rank hold FDMO as of Q3 2024.

  • Raymond James & Associates held 21,637 shares of Fidelity Momentum Factor ETF worth $1.43M as of Q3 2024.
  • Raymond James & Associates sold 28,042 Fidelity Momentum Factor ETF shares in Q3 2024, an estimated $1.78M.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2454 holding.
  • Raymond James & Associates first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • Raymond James & Associates's Fidelity Momentum Factor ETF position peaked at $3.17M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.