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TD Waterhouse Canada’s Fidelity Momentum Factor ETF FDMO Stock Holding History

TD Waterhouse Canada’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
2025
Q1 		– Sell
-6,690
Closed -$466K – 1985
2024
Q4 		$466K Hold
6,690
– – ﹤0.01% 631
2024
Q3 		$438K Hold
6,690
– – ﹤0.01% 631
2024
Q2 		$427K Hold
6,690
– – ﹤0.01% 623
2024
Q1 		$399K Buy
+6,690
New +$379K ﹤0.01% 653

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 $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

TD Waterhouse Canada's FDMO Position: Q1 2025 in Review

TD Waterhouse Canada sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2025, closing a stake of 6,690 shares — an estimated $466K sold.

TD Waterhouse Canada first reported a position in FDMO in Q1 2024 and held it in 4 quarters. The position peaked at $466K in Q4 2024. 69 funds tracked by Wall St. Rank hold FDMO as of Q1 2025.

  • TD Waterhouse Canada reported no remaining Fidelity Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 6,690 Fidelity Momentum Factor ETF shares in Q1 2025, an estimated $466K.
  • TD Waterhouse Canada first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and held it in 4 quarters.
  • TD Waterhouse Canada's Fidelity Momentum Factor ETF position peaked at $466K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2025.

Based on TD Waterhouse Canada's 13F filing for Q1 2025, filed 9 May 2025.