Balance Wealth’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Balance Wealth’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	$2.39K	Buy	+25	New	+$2.36K	﹤0.01%	748

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Madison Wealth Partners Madison, Wisconsin $958M AUM 15.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's FDMO Position: Q3 2026 in Review

Balance Wealth opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q3 2026: 25 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings.

106 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

Balance Wealth held 25 shares of Fidelity Momentum Factor ETF worth $2.39K as of Q3 2026.
Fidelity Momentum Factor ETF was a new Balance Wealth position in Q3 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #748 holding.
106 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.