Axxcess Wealth Management
FDMO icon

Axxcess Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Axxcess 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
Q3 		– Sell
-4,340
Closed -$428K – 1073
2026
Q2 		$428K Buy
+4,340
New +$399K 0.01% 759
2026
Q1 		– Sell
-4,331
Closed -$364K – 600
2025
Q4 		$364K Buy
+4,331
New +$362K 0.01% 789
2025
Q2 		– Sell
-3,919
Closed -$255K – 895
2025
Q1 		$255K Buy
+3,919
New +$274K 0.01% 738

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Axxcess Wealth Management's FDMO Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2026, closing a stake of 4,340 shares — an estimated $428K sold.

Axxcess Wealth Management first reported a position in FDMO in Q1 2025 and held it in 3 quarters. The position peaked at $428K in Q2 2026. 73 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,340 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $428K.
  • Axxcess Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Fidelity Momentum Factor ETF position peaked at $428K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.