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 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 $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Advisory Services Network's FDMO Position: Q1 2026 in Review

Advisory Services Network opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 2,452 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in FDMO as recently as Q3 2025.

Advisory Services Network first reported a position in FDMO in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.39M in Q2 2018. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Advisory Services Network held 2,452 shares of Fidelity Momentum Factor ETF worth $196K as of Q1 2026.
Fidelity Momentum Factor ETF was a new Advisory Services Network position in Q1 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1835 holding.
Advisory Services Network first reported a position in Fidelity Momentum Factor ETF in Q2 2017 and has held it in 19 quarters since.
Advisory Services Network's Fidelity Momentum Factor ETF position peaked at $2.39M in Q2 2018.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.