Advisory Services Network’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Advisory Services Network’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	$212K	Sell	2,153 -299	-12%	-$27.5K	﹤0.01%	1958
2026 Q1	$196K	Buy	+2,452	New	+$206K	﹤0.01%	1835
2025 Q4	–	Sell	-1,484	Closed	-$123K	–	2635
2025 Q3	$123K	Buy	+1,484	New	+$117K	﹤0.01%	1955
2024 Q1	–	Sell	-167	Closed	-$8.84K	–	2185
2023 Q4	$8.84K	Buy	+167	New	+$8.19K	﹤0.01%	2909
2023 Q2	–	Sell	-107	Closed	-$4.78K	–	2174
2023 Q1	$4.78K	Sell	107 -12	-10%	-$524	﹤0.01%	3169
2022 Q4	$5.1K	Buy	+119	New	+$5.19K	﹤0.01%	3121
2021 Q1	–	Sell	-433	Closed	-$19K	–	1841
2020 Q4	$19K	Buy	433 +392	+956%	+$16.5K	﹤0.01%	2167
2020 Q3	$2K	Buy	+41	New	+$1.62K	﹤0.01%	3103
2020 Q2	–	Sell	-177	Closed	-$5K	–	1588
2020 Q1	$5K	Buy	177 +1	+0.6%	+$35	﹤0.01%	2467
2019 Q4	$6K	Sell	176 -166	-49%	-$5.89K	﹤0.01%	2548
2019 Q3	$12K	Hold	342	–	–	﹤0.01%	2077
2019 Q2	$12K	Buy	342 +53	+18%	+$1.84K	﹤0.01%	2075
2019 Q1	$10K	Sell	289 -47,887	-99%	-$1.55M	﹤0.01%	1843
2018 Q4	$1.43M	Sell	48,176 -5,929	-11%	-$190K	0.12%	216
2018 Q3	$1.91M	Sell	54,105 -15,755	-23%	-$541K	0.14%	193
2018 Q2	$2.39M	Buy	69,860 +69,658	+34,484%	+$2.28M	0.18%	140
2018 Q1	$6K	Buy	202 +1	+0.5%	+$32	﹤0.01%	2043
2017 Q4	$6K	Hold	201	–	–	﹤0.01%	2026
2017 Q3	$6K	Buy	201 +1	+0.5%	+$28	﹤0.01%	1800
2017 Q2	$6K	Buy	+200	New	+$5.53K	﹤0.01%	1736

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

Advisory Services Network's FDMO Position: Q2 2026 in Review

Advisory Services Network reduced its Fidelity Momentum Factor ETF (FDMO) stake by 12% in Q2 2026, selling an estimated $27.5K and leaving 2,153 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Advisory Services Network first reported a position in FDMO in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.39M in Q2 2018. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Advisory Services Network held 2,153 shares of Fidelity Momentum Factor ETF worth $212K as of Q2 2026.
Advisory Services Network sold 299 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $27.5K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1958 holding.
Advisory Services Network first reported a position in Fidelity Momentum Factor ETF in Q2 2017 and has held it in 20 quarters since.
Advisory Services Network's Fidelity Momentum Factor ETF position peaked at $2.39M in Q2 2018.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.