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Calton & Associates’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Calton & Associates’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 		$527K Buy
6,580
+1,733
+36% +$146K 0.08% 229
2025
Q4 		$407K Buy
+4,847
New +$405K 0.06% 275
2018
Q1 		– Sell
-4,072
Closed -$136K – 645
2017
Q4 		$136K Buy
+4,072
New +$124K 0.03% 418

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

Calton & Associates's FDMO Position: Q1 2026 in Review

Calton & Associates increased its Fidelity Momentum Factor ETF (FDMO) stake by 36% in Q1 2026, buying an estimated $146K and bringing the position to 6,580 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #229.

Calton & Associates first reported a position in FDMO in Q4 2017 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Calton & Associates held 6,580 shares of Fidelity Momentum Factor ETF worth $527K as of Q1 2026.
  • Calton & Associates bought 1,733 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $146K.
  • Fidelity Momentum Factor ETF made up 0.08% of Calton & Associates's portfolio in Q1 2026, its #229 holding.
  • Calton & Associates first reported a position in Fidelity Momentum Factor ETF in Q4 2017 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.