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Clarity Asset Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Clarity Asset 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
-225
Closed -$14.6K – 255
2025
Q1 		$14.6K Hold
225
– – 0.01% 158
2024
Q4 		$15.7K Sell
225
-18
-7% -$1.25K 0.01% 151
2024
Q3 		$16.1K Buy
243
+1
+0.4% +$64 0.01% 140
2024
Q2 		$15.4K Buy
+242
New +$14.7K 0.01% 136

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

Clarity Asset Management's FDMO Position: Q2 2025 in Review

Clarity Asset Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2025, closing a stake of 225 shares — an estimated $14.6K sold.

Clarity Asset Management first reported a position in FDMO in Q2 2024 and held it in 4 quarters. The position peaked at $16.1K in Q3 2024. 75 funds tracked by Wall St. Rank hold FDMO as of Q2 2025.

  • Clarity Asset Management reported no remaining Fidelity Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Clarity Asset Management sold 225 Fidelity Momentum Factor ETF shares in Q2 2025, an estimated $14.6K.
  • Clarity Asset Management first reported a position in Fidelity Momentum Factor ETF in Q2 2024 and held it in 4 quarters.
  • Clarity Asset Management's Fidelity Momentum Factor ETF position peaked at $16.1K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2025.

Based on Clarity Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.