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

Envestnet 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
2026 Q1	$113M	Buy	1,414,833 +97,232	+7%	+$8.18M	0.03%	491
2025 Q4	$111M	Buy	1,317,601 +58,954	+5%	+$4.92M	0.03%	472
2025 Q3	$105M	Buy	1,258,647 +68,770	+6%	+$5.43M	0.03%	494
2025 Q2	$90.3M	Buy	1,189,877 +24,814	+2%	+$1.71M	0.03%	527
2025 Q1	$75.8M	Buy	1,165,063 +110,353	+10%	+$7.71M	0.02%	553
2024 Q4	$73.4M	Sell	1,054,710 -10,584	-1%	-$737K	0.02%	564
2024 Q3	$70.5M	Buy	1,065,294 +26,810	+3%	+$1.7M	0.02%	591
2024 Q2	$66.2M	Buy	1,038,484 +140,985	+16%	+$8.56M	0.02%	564
2024 Q1	$54.2M	Buy	897,499 +24,154	+3%	+$1.37M	0.02%	636
2023 Q4	$46.2M	Buy	873,345 +35,037	+4%	+$1.72M	0.02%	643
2023 Q3	$39.1M	Sell	838,308 -8,722	-1%	-$422K	0.02%	658
2023 Q2	$41M	Sell	847,030 -26,344	-3%	-$1.21M	0.02%	589
2023 Q1	$39M	Buy	873,374 +328,693	+60%	+$14.4M	0.02%	577
2022 Q4	$23.3M	Buy	544,681 +119,982	+28%	+$5.24M	0.01%	781
2022 Q3	$17.5M	Buy	424,699 +39,244	+10%	+$1.74M	0.01%	846
2022 Q2	$16.1M	Buy	385,455 +83,098	+27%	+$3.77M	0.01%	895
2022 Q1	$15.4M	Buy	302,357 +136,757	+83%	+$6.81M	0.01%	981
2021 Q4	$8.89M	Buy	165,600 +29,211	+21%	+$1.53M	﹤0.01%	1251
2021 Q3	$6.69M	Buy	136,389 +23,499	+21%	+$1.18M	﹤0.01%	1359
2021 Q2	$5.49M	Buy	112,890 +1,944	+2%	+$91.5K	﹤0.01%	1452
2021 Q1	$4.98M	Sell	110,946 -9,463	-8%	-$431K	﹤0.01%	1425
2020 Q4	$5.32M	Buy	120,409 +8,648	+8%	+$365K	﹤0.01%	1252
2020 Q3	$4.51M	Buy	111,761 +15,978	+17%	+$632K	﹤0.01%	1224
2020 Q2	$3.51M	Buy	95,783 +51,983	+119%	+$1.8M	﹤0.01%	1286
2020 Q1	$1.33M	Buy	43,800 +37,365	+581%	+$1.33M	﹤0.01%	1650
2019 Q4	$236K	Buy	+6,435	New	+$228K	﹤0.01%	2842
2019 Q1	–	Sell	-17,480	Closed	-$518K	–	2982
2018 Q4	$518K	Buy	+17,480	New	+$560K	﹤0.01%	2133

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management's FDMO Position: Q1 2026 in Review

Envestnet Asset Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 7.4% in Q1 2026, buying an estimated $8.18M and bringing the position to 1,414,833 shares worth $113M. The position accounts for 0.03% of the portfolio, ranked #491.

Envestnet Asset Management first reported a position in FDMO in Q4 2018 and has held it in 27 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Envestnet Asset Management held 1,414,833 shares of Fidelity Momentum Factor ETF worth $113M as of Q1 2026.
Envestnet Asset Management bought 97,232 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $8.18M.
Fidelity Momentum Factor ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #491 holding.
Envestnet Asset Management first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 27 quarters since.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.