Stratos Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Stratos Wealth 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
2021 Q4	–	Sell	-4,614	Closed	-$226K	–	551
2021 Q3	$226K	Buy	4,614 +82	+2%	+$4.11K	0.02%	471
2021 Q2	$221K	Sell	4,532 -912	-17%	-$42.9K	0.02%	498
2021 Q1	$244K	Buy	+5,444	New	+$248K	0.03%	431
2020 Q2	–	Sell	-19	Closed	-$1K	–	292
2020 Q1	$1K	Buy	+19	New	+$674	﹤0.01%	286
2019 Q4	–	Sell	-6,495	Closed	-$227K	–	191
2019 Q3	$227K	Buy	6,495 +150	+2%	+$5.34K	0.09%	225
2019 Q2	$225K	Sell	6,345 -190	-3%	-$6.58K	0.09%	214
2019 Q1	$221K	Sell	6,535 -5,805	-47%	-$188K	0.12%	192
2018 Q4	$366K	Buy	+12,340	New	+$395K	0.24%	118

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's FDMO Position: Q4 2021 in Review

Stratos Wealth Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2021, closing a stake of 4,614 shares — an estimated $226K sold.

Stratos Wealth Advisors first reported a position in FDMO in Q4 2018 and held it in 8 quarters. The position peaked at $366K in Q4 2018. 34 funds tracked by Wall St. Rank hold FDMO as of Q4 2021.

Stratos Wealth Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Advisors sold 4,614 Fidelity Momentum Factor ETF shares in Q4 2021, an estimated $226K.
Stratos Wealth Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and held it in 8 quarters.
Stratos Wealth Advisors's Fidelity Momentum Factor ETF position peaked at $366K in Q4 2018.
34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2021.

Based on Stratos Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.