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Capital A Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-20
Closed -$1.3K – 581
2025
Q1 		$1.3K Hold
20
– – ﹤0.01% 513
2024
Q4 		$1.39K Buy
+20
New +$1.39K ﹤0.01% 518

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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Capital A Wealth Management's FDMO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2025, closing a stake of 20 shares — an estimated $1.3K sold.

Capital A Wealth Management first reported a position in FDMO in Q4 2024 and held it in 2 quarters. The position peaked at $1.39K in Q4 2024. 75 funds tracked by Wall St. Rank hold FDMO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 20 Fidelity Momentum Factor ETF shares in Q2 2025, an estimated $1.3K.
  • Capital A Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Fidelity Momentum Factor ETF position peaked at $1.39K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.