BWIA
FDMO icon

Bryant Woods Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Bryant Woods Investment Advisors’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 		$956K Buy
11,929
+12
+0.1% +$1.01K 0.35% 28
2025
Q4 		$1M Buy
11,917
+13
+0.1% +$1.09K 0.39% 25
2025
Q3 		$990K Sell
11,904
-776
-6% -$61.3K 0.39% 25
2025
Q2 		$962K Buy
12,680
+12
+0.1% +$826 0.42% 26
2025
Q1 		$824K Sell
12,668
-125
-1% -$8.73K 0.4% 26
2024
Q4 		$891K Sell
12,793
-79
-0.6% -$5.5K 0.43% 23
2024
Q3 		$851K Sell
12,872
-14,973
-54% -$952K 0.43% 21
2024
Q2 		$1.3M Buy
27,845
+14,880
+115% +$904K 0.95% 14
2024
Q1 		$783K Sell
12,965
-12,780
-50% -$724K 0.46% 22
2023
Q4 		$1.36M Sell
25,745
-2,100
-8% -$103K 0.87% 14
2023
Q3 		$1.3M Sell
27,845
-474
-2% -$22.9K 0.95% 14
2023
Q2 		$1.37M Sell
28,319
-1,418
-5% -$65K 0.97% 14
2023
Q1 		$1.33M Buy
29,737
+7,287
+32% +$318K 1.03% 13
2022
Q4 		$961K Buy
22,450
+1,627
+8% +$71K 0.82% 18
2022
Q3 		$856K Buy
20,823
+603
+3% +$26.8K 0.81% 17
2022
Q2 		$842K Buy
20,220
+1,878
+10% +$85.3K 0.79% 17
2022
Q1 		$936K Sell
18,342
-1,213
-6% -$60.4K 0.76% 18
2021
Q4 		$1.05M Buy
+19,555
New +$1.03M 0.82% 15

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

Bryant Woods Investment Advisors's FDMO Position: Q1 2026 in Review

Bryant Woods Investment Advisors increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.1% in Q1 2026, buying an estimated $1.01K and bringing the position to 11,929 shares worth $956K. The position accounts for 0.35% of the portfolio, ranked #28.

Bryant Woods Investment Advisors first reported a position in FDMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2023. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Bryant Woods Investment Advisors held 11,929 shares of Fidelity Momentum Factor ETF worth $956K as of Q1 2026.
  • Bryant Woods Investment Advisors bought 12 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $1.01K.
  • Fidelity Momentum Factor ETF made up 0.35% of Bryant Woods Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Bryant Woods Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • Bryant Woods Investment Advisors's Fidelity Momentum Factor ETF position peaked at $1.37M in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.