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Raymond James Financial Services Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$2.6M Sell
39,355
-5,157
-12% -$328K ﹤0.01% 1586
2024
Q2 		$2.84M Buy
+44,512
New +$2.7M ﹤0.01% 1471

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 $424B AUM 22.96% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 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 $21.5B AUM 26.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's FDMO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Fidelity Momentum Factor ETF (FDMO) stake by 12% in Q3 2024, selling an estimated $328K and leaving 39,355 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Raymond James Financial Services Advisors first reported a position in FDMO in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.84M in Q2 2024. 50 funds tracked by Wall St. Rank hold FDMO as of Q3 2024.

  • Raymond James Financial Services Advisors held 39,355 shares of Fidelity Momentum Factor ETF worth $2.6M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,157 Fidelity Momentum Factor ETF shares in Q3 2024, an estimated $328K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1586 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2024 and has held it in 2 quarters since.
  • Raymond James Financial Services Advisors's Fidelity Momentum Factor ETF position peaked at $2.84M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.