Cape Investment Advisory’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cape Investment Advisory’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	$1.38K	Buy	+14	New	+$1.29K	﹤0.01%	1294

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Cape Investment Advisory's FDMO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 14 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Cape Investment Advisory held 14 shares of Fidelity Momentum Factor ETF worth $1.38K as of Q2 2026.
Fidelity Momentum Factor ETF was a new Cape Investment Advisory position in Q2 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1294 holding.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.