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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
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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
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
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

Axxcess Wealth Management's FDMO Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2026, closing a stake of 4,331 shares — an estimated $364K sold.

Axxcess Wealth Management first reported a position in FDMO in Q1 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,331 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $364K.
  • Axxcess Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Fidelity Momentum Factor ETF position peaked at $364K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.