Cerity Partners
FDMO icon

Cerity Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cerity Partners’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 		$5.39M Sell
54,666
-2,376
-4% -$218K 0.01% 1060
2026
Q1 		$4.57M Buy
57,042
+193
+0.3% +$16.2K 0.01% 1058
2025
Q4 		$4.77M Sell
56,849
-765
-1% -$63.9K 0.01% 944
2025
Q3 		$4.79M Sell
57,614
-2,383
-4% -$188K 0.01% 874
2025
Q2 		$4.55M Sell
59,997
-2,094
-3% -$144K 0.01% 841
2025
Q1 		$4.04M Sell
62,091
-4,560
-7% -$318K 0.01% 817
2024
Q4 		$4.64M Sell
66,651
-3,643
-5% -$254K 0.01% 744
2024
Q3 		$4.65M Sell
70,294
-3,994
-5% -$254K 0.01% 727
2024
Q2 		$4.73M Sell
74,288
-1,020
-1% -$61.9K 0.01% 623
2024
Q1 		$4.55M Sell
75,308
-8,251
-10% -$467K 0.01% 669
2023
Q4 		$4.42M Sell
83,559
-2,366
-3% -$116K 0.01% 565
2023
Q3 		$4.01M Sell
85,925
-10,832
-11% -$524K 0.02% 455
2023
Q2 		$4.68M Buy
+96,757
New +$4.44M 0.02% 512

Other funds holding FDMO

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's FDMO Position: Q2 2026 in Review

Cerity Partners reduced its Fidelity Momentum Factor ETF (FDMO) stake by 4.2% in Q2 2026, selling an estimated $218K and leaving 54,666 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #1060.

Cerity Partners first reported a position in FDMO in Q2 2023 and has held it in 13 quarters since. 115 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Cerity Partners held 54,666 shares of Fidelity Momentum Factor ETF worth $5.39M as of Q2 2026.
  • Cerity Partners sold 2,376 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $218K.
  • Fidelity Momentum Factor ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1060 holding.
  • Cerity Partners first reported a position in Fidelity Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 115 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.