AWM
FDMO icon

AE Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

AE Wealth Management’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 		$1.08M Buy
13,511
+2,707
+25% +$228K 0.01% 819
2025
Q4 		$907K Buy
10,804
+3,319
+44% +$277K 0.01% 835
2025
Q3 		$623K Sell
7,485
-11,221
-60% -$886K ﹤0.01% 891
2025
Q2 		$1.42M Sell
18,706
-69,065
-79% -$4.75M 0.01% 626
2025
Q1 		$5.71M Buy
87,771
+3,549
+4% +$248K 0.05% 318
2024
Q4 		$5.86M Buy
84,222
+4,852
+6% +$338K 0.05% 315
2024
Q3 		$5.25M Buy
79,370
+7,741
+11% +$492K 0.05% 323
2024
Q2 		$4.56M Buy
71,629
+9,454
+15% +$574K 0.05% 348
2024
Q1 		$3.75M Sell
62,175
-587
-0.9% -$33.2K 0.04% 356
2023
Q4 		$3.44M Buy
62,762
+1,931
+3% +$94.7K 0.02% 720
2023
Q3 		$2.84M Buy
60,831
+11,612
+24% +$562K 0.02% 726
2023
Q2 		$2.38M Buy
49,219
+16,586
+51% +$761K 0.01% 791
2023
Q1 		$1.46M Buy
32,633
+8,959
+38% +$391K 0.01% 906
2022
Q4 		$1.01M Buy
+23,674
New +$1.03M 0.01% 978

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
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
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

AE Wealth Management's FDMO Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 25% in Q1 2026, buying an estimated $228K and bringing the position to 13,511 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #819.

AE Wealth Management first reported a position in FDMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.86M in Q4 2024. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • AE Wealth Management held 13,511 shares of Fidelity Momentum Factor ETF worth $1.08M as of Q1 2026.
  • AE Wealth Management bought 2,707 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $228K.
  • Fidelity Momentum Factor ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #819 holding.
  • AE Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • AE Wealth Management's Fidelity Momentum Factor ETF position peaked at $5.86M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.