BFP
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Briaud Financial Planning’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-139
Closed -$10K – 123
2025
Q2 		$10K Buy
+139
New +$9.57K ﹤0.01% 234

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
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Briaud Financial Planning's FDMO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2025, closing a stake of 139 shares — an estimated $10K sold.

Briaud Financial Planning first reported a position in FDMO in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 81 funds tracked by Wall St. Rank hold FDMO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 139 Fidelity Momentum Factor ETF shares in Q3 2025, an estimated $10K.
  • Briaud Financial Planning first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Momentum Factor ETF position peaked at $10K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.