Bogart Wealth LLC
FDMO icon

Bogart Wealth LLC’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Bogart Wealth LLC’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 		$12.4K Hold
130
– – ﹤0.01% 956
2026
Q2 		$12.8K Hold
130
– – ﹤0.01% 930
2026
Q1 		$10.4K Hold
130
– – ﹤0.01% 896
2025
Q4 		$10.9K Buy
+130
New +$10.9K ﹤0.01% 846

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

Bogart Wealth LLC's FDMO Position: Q3 2026 in Review

Bogart Wealth LLC held its Fidelity Momentum Factor ETF (FDMO) position steady in Q3 2026 at 130 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Bogart Wealth LLC first reported a position in FDMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q2 2026. 73 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • Bogart Wealth LLC held 130 shares of Fidelity Momentum Factor ETF worth $12.4K as of Q3 2026.
  • Bogart Wealth LLC left its Fidelity Momentum Factor ETF share count unchanged in Q3 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #956 holding.
  • Bogart Wealth LLC first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Fidelity Momentum Factor ETF position peaked at $12.8K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.