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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 – 1243
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 $303B AUM 53.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Sowell Financial Services's FDMO Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2021, closing a stake of 4,120 shares — an estimated $191K sold.

Sowell Financial Services first reported a position in FDMO in Q3 2019 and held it in 7 quarters. The position peaked at $201K in Q4 2020. 35 funds tracked by Wall St. Rank hold FDMO as of Q2 2021.

  • Sowell Financial Services reported no remaining Fidelity Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,120 Fidelity Momentum Factor ETF shares in Q2 2021, an estimated $191K.
  • Sowell Financial Services first reported a position in Fidelity Momentum Factor ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Fidelity Momentum Factor ETF position peaked at $201K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.