Cetera Investment Advisers’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cetera Investment Advisers’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	$21.6M	Buy	218,910 +13,244	+6%	+$1.22M	0.02%	714
2026 Q1	$16.5M	Buy	205,666 +10,603	+5%	+$892K	0.02%	779
2025 Q4	$16.4M	Buy	195,063 +19,229	+11%	+$1.61M	0.02%	754
2025 Q3	$14.6M	Buy	175,834 +34,516	+24%	+$2.73M	0.02%	788
2025 Q2	$10.7M	Buy	141,318 +8,633	+7%	+$594K	0.02%	790
2025 Q1	$8.63M	Buy	132,685 +36,748	+38%	+$2.57M	0.02%	843
2024 Q4	$6.68M	Buy	95,937 +7,131	+8%	+$497K	0.01%	894
2024 Q3	$5.87M	Buy	88,806 +7,194	+9%	+$457K	0.01%	930
2024 Q2	$5.2M	Buy	81,612 +3,459	+4%	+$210K	0.01%	973
2024 Q1	$4.72M	Buy	78,153 +18,832	+32%	+$1.07M	0.01%	1011
2023 Q4	$3.14M	Buy	59,321 +2,198	+4%	+$108K	0.03%	609
2023 Q3	$2.67M	Buy	57,123 +2,377	+4%	+$115K	0.02%	635
2023 Q2	$2.65M	Buy	54,746 +4,699	+9%	+$215K	0.02%	656
2023 Q1	$2.23M	Buy	50,047 +11,845	+31%	+$517K	0.02%	690
2022 Q4	$1.64M	Buy	+38,202	New	+$1.67M	0.02%	785

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

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

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

Cetera Investment Advisers's FDMO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Fidelity Momentum Factor ETF (FDMO) stake by 6.4% in Q2 2026, buying an estimated $1.22M and bringing the position to 218,910 shares worth $21.6M. The position accounts for 0.02% of the portfolio, ranked #714.

Cetera Investment Advisers first reported a position in FDMO in Q4 2022 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Cetera Investment Advisers held 218,910 shares of Fidelity Momentum Factor ETF worth $21.6M as of Q2 2026.
Cetera Investment Advisers bought 13,244 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $1.22M.
Fidelity Momentum Factor ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #714 holding.
Cetera Investment Advisers first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.