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Atria Wealth Solutions’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.51M Sell
19,952
-1,755
-8% -$121K 0.03% 499
2025
Q1 		$1.41M Buy
21,707
+3,958
+22% +$276K 0.02% 756
2024
Q4 		$1.24M Buy
17,749
+3,181
+22% +$222K 0.01% 843
2024
Q3 		$964K Buy
14,568
+3,519
+32% +$224K 0.01% 929
2024
Q2 		$704K Buy
11,049
+4,859
+78% +$295K 0.01% 1057
2024
Q1 		$374K Buy
+6,190
New +$350K ﹤0.01% 1406

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
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return