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Colonial Trust’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Colonial Trust’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
-536
Closed -$34.9K – 1111
2025
Q1 		$34.9K Buy
+536
New +$37.4K 0.01% 598

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

Colonial Trust's FDMO Position: Q2 2025 in Review

Colonial Trust sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2025, closing a stake of 536 shares — an estimated $34.9K sold.

Colonial Trust first reported a position in FDMO in Q1 2025 and held it in 1 quarter. The position peaked at $34.9K in Q1 2025. 75 funds tracked by Wall St. Rank hold FDMO as of Q2 2025.

  • Colonial Trust reported no remaining Fidelity Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust sold 536 Fidelity Momentum Factor ETF shares in Q2 2025, an estimated $34.9K.
  • Colonial Trust first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Colonial Trust's Fidelity Momentum Factor ETF position peaked at $34.9K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2025.

Based on Colonial Trust's 13F filing for Q2 2025, filed 13 Aug 2025.