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

Stratos Wealth Partners’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
2018
Q4 		– Sell
-321
Closed -$11K – 1370
2018
Q3 		$11K Buy
+321
New +$11K ﹤0.01% 2134
2018
Q2 		– Sell
-6,504
Closed -$206K – 1501
2018
Q1 		$206K Buy
+6,504
New +$211K 0.01% 884

Other funds holding FDMO

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Stratos Wealth Partners's FDMO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2018, closing a stake of 321 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in FDMO in Q1 2018 and held it in 2 quarters. The position peaked at $206K in Q1 2018. 37 funds tracked by Wall St. Rank hold FDMO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Fidelity Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 321 Fidelity Momentum Factor ETF shares in Q4 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Fidelity Momentum Factor ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Fidelity Momentum Factor ETF position peaked at $206K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.