TC
FDMO icon

TownSquare Capital’s Fidelity Momentum Factor ETF FDMO Stock Holding History

TownSquare Capital’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
2023
Q2 		– Sell
-6,813
Closed -$304K – 1075
2023
Q1 		$304K Buy
+6,813
New +$298K 0.01% 824

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital's FDMO Position: Q2 2023 in Review

TownSquare Capital sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2023, closing a stake of 6,813 shares — an estimated $304K sold.

TownSquare Capital first reported a position in FDMO in Q1 2023 and held it in 1 quarter. The position peaked at $304K in Q1 2023. 37 funds tracked by Wall St. Rank hold FDMO as of Q2 2023.

  • TownSquare Capital reported no remaining Fidelity Momentum Factor ETF position as of Q2 2023 after selling out during the quarter.
  • TownSquare Capital sold 6,813 Fidelity Momentum Factor ETF shares in Q2 2023, an estimated $304K.
  • TownSquare Capital first reported a position in Fidelity Momentum Factor ETF in Q1 2023 and held it in 1 quarter.
  • TownSquare Capital's Fidelity Momentum Factor ETF position peaked at $304K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2023.

Based on TownSquare Capital's 13F filing for Q2 2023, filed 13 Nov 2023.