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

Beaird Harris 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
Q2 		$5.01K Buy
+51
New +$4.69K ﹤0.01% 444

Other funds holding FDMO

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Beaird Harris Wealth Management's FDMO Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 51 shares worth $5.01K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

17 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Beaird Harris Wealth Management held 51 shares of Fidelity Momentum Factor ETF worth $5.01K as of Q2 2026.
  • Fidelity Momentum Factor ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #444 holding.
  • 17 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.