Advisortrust Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Advisortrust 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
2026 Q2	$5.12M	Buy	+51,975	New	+$4.78M	1.75%	15

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Advisortrust Partners's FDMO Position: Q2 2026 in Review

Advisortrust Partners opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 51,975 shares worth $5.12M. The stake represents 1.75% of the portfolio and ranks #15 among its holdings.

117 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Advisortrust Partners held 51,975 shares of Fidelity Momentum Factor ETF worth $5.12M as of Q2 2026.
Fidelity Momentum Factor ETF was a new Advisortrust Partners position in Q2 2026.
Fidelity Momentum Factor ETF made up 1.75% of Advisortrust Partners's portfolio in Q2 2026, its #15 holding.
117 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.