Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Sign in Sign up
SFS
FDMO icon

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

Sowell 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
2021
Q2
– Sell
-4,120
Closed -$191K – 1244
2021
Q1
$191K Sell
4,120
-437
-10% -$19.9K 0.01% 1079
2020
Q4
$201K Buy
4,557
+1,722
+61% +$72.7K 0.01% 839
2020
Q3
$114K Hold
2,835
– – 0.01% 929
2020
Q2
$104K Hold
2,835
– – 0.01% 951
2020
Q1
$86K Hold
2,835
– – 0.01% 895
2019
Q4
$104K Hold
2,835
– – 0.01% 906
2019
Q3
$99K Buy
+2,835
New +$101K 0.01% 835

Other funds holding FDMO

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
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
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Product
Portfolios Fund Trends Large Buys & Sells Stocks ETFs Sectors Industries Rankings
Popular funds
Jane Street Citadel Renaissance Situational Awareness Coatue Bridgewater
Resources
API Docs Plans Learn Methodology
Policies
Terms & Conditions Privacy Policy Disclaimer Climate Commitment
Connect
Contact Us About X (Twitter) LinkedIn

© 2026 Wall St. Rank

Sign up Sign in
Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme