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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
Q2 		$914K Buy
9,272
+2,692
+41% +$247K 0.13% 137
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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Calton & Associates's FDMO Position: Q2 2026 in Review

Calton & Associates increased its Fidelity Momentum Factor ETF (FDMO) stake by 41% in Q2 2026, buying an estimated $247K and bringing the position to 9,272 shares worth $914K. The position accounts for 0.13% of the portfolio, ranked #137.

Calton & Associates first reported a position in FDMO in Q4 2017 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Calton & Associates held 9,272 shares of Fidelity Momentum Factor ETF worth $914K as of Q2 2026.
  • Calton & Associates bought 2,692 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $247K.
  • Fidelity Momentum Factor ETF made up 0.13% of Calton & Associates's portfolio in Q2 2026, its #137 holding.
  • Calton & Associates first reported a position in Fidelity Momentum Factor ETF in Q4 2017 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.