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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 $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
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's FDMO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity Momentum Factor ETF (FDMO) stake by 8.1% in Q2 2025, selling an estimated $121K and leaving 19,952 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #499.

Atria Wealth Solutions first reported a position in FDMO in Q1 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold FDMO as of Q2 2025.

  • Atria Wealth Solutions held 19,952 shares of Fidelity Momentum Factor ETF worth $1.51M as of Q2 2025.
  • Atria Wealth Solutions sold 1,755 Fidelity Momentum Factor ETF shares in Q2 2025, an estimated $121K.
  • Fidelity Momentum Factor ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #499 holding.
  • Atria Wealth Solutions first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.