AssuredPartners Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

AssuredPartners Investment Advisors’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	$339K	Hold	4,168	–	–	0.04%	312
2025 Q4	$350K	Hold	4,168	–	–	0.05%	252
2025 Q3	$347K	Hold	4,168	–	–	0.08%	184
2025 Q2	$316K	Sell	4,168 -1,061	-20%	-$73K	0.08%	180
2025 Q1	$340K	Sell	5,229 -77	-1%	-$5.38K	0.07%	252
2024 Q4	$369K	Buy	+5,306	New	+$370K	0.07%	248

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

AssuredPartners Investment Advisors's FDMO Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q1 2026 at 4,168 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #312.

AssuredPartners Investment Advisors first reported a position in FDMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q4 2024. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

AssuredPartners Investment Advisors held 4,168 shares of Fidelity Momentum Factor ETF worth $339K as of Q1 2026.
AssuredPartners Investment Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q1 2026.
Fidelity Momentum Factor ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #312 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Fidelity Momentum Factor ETF position peaked at $369K in Q4 2024.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.