AWM
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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
Q2 		$1.52M Buy
15,464
+1,953
+14% +$179K 0.01% 757
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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
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

AE Wealth Management's FDMO Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 14% in Q2 2026, buying an estimated $179K and bringing the position to 15,464 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #757.

AE Wealth Management first reported a position in FDMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.86M in Q4 2024. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • AE Wealth Management held 15,464 shares of Fidelity Momentum Factor ETF worth $1.52M as of Q2 2026.
  • AE Wealth Management bought 1,953 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $179K.
  • Fidelity Momentum Factor ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #757 holding.
  • AE Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • AE Wealth Management's Fidelity Momentum Factor ETF position peaked at $5.86M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.