Envestnet Asset Management
FDMO icon

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
Q2 		$144M Buy
1,463,420
+48,587
+3% +$4.47M 0.03% 444
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Asset Management's FDMO Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 3.4% in Q2 2026, buying an estimated $4.47M and bringing the position to 1,463,420 shares worth $144M. The position accounts for 0.03% of the portfolio, ranked #444.

Envestnet Asset Management first reported a position in FDMO in Q4 2018 and has held it in 28 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Envestnet Asset Management held 1,463,420 shares of Fidelity Momentum Factor ETF worth $144M as of Q2 2026.
  • Envestnet Asset Management bought 48,587 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $4.47M.
  • Fidelity Momentum Factor ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #444 holding.
  • Envestnet Asset Management first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 28 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.