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Ascent Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Ascent Group’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 		$548K Buy
5,564
+834
+18% +$76.6K 0.02% 513
2026
Q1 		$379K Sell
4,730
-127
-3% -$10.7K 0.01% 562
2025
Q4 		$408K Buy
4,857
+74
+2% +$6.18K 0.01% 540
2025
Q3 		$398K Sell
4,783
-43
-0.9% -$3.4K 0.01% 543
2025
Q2 		$366K Buy
4,826
+99
+2% +$6.81K 0.01% 536
2025
Q1 		$308K Buy
+4,727
New +$330K 0.01% 554

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

Ascent Group's FDMO Position: Q2 2026 in Review

Ascent Group increased its Fidelity Momentum Factor ETF (FDMO) stake by 18% in Q2 2026, buying an estimated $76.6K and bringing the position to 5,564 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #513.

Ascent Group first reported a position in FDMO in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Ascent Group held 5,564 shares of Fidelity Momentum Factor ETF worth $548K as of Q2 2026.
  • Ascent Group bought 834 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $76.6K.
  • Fidelity Momentum Factor ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #513 holding.
  • Ascent Group first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.