Envestnet Portfolio Solutions’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Envestnet Portfolio Solutions’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	$2.32M	Buy	23,532 +916	+4%	+$84.2K	0.01%	466
2026 Q1	$1.81M	Buy	22,616 +1,703	+8%	+$143K	0.01%	479
2025 Q4	$1.76M	Buy	20,913 +4,407	+27%	+$368K	0.01%	578
2025 Q3	$1.37M	Sell	16,506 -12,370	-43%	-$977K	0.01%	637
2025 Q2	$2.19M	Buy	28,876 +2,451	+9%	+$169K	0.01%	541
2025 Q1	$1.72M	Buy	26,425 +4,027	+18%	+$281K	0.01%	627
2024 Q4	$1.56M	Buy	22,398 +6,587	+42%	+$459K	0.01%	757
2024 Q3	$1.05M	Buy	15,811 +5,434	+52%	+$345K	﹤0.01%	875
2024 Q2	$661K	Buy	10,377 +5,938	+134%	+$361K	﹤0.01%	1013
2024 Q1	$268K	Buy	+4,439	New	+$251K	﹤0.01%	1417

Other funds holding FDMO

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Envestnet Portfolio Solutions's FDMO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Momentum Factor ETF (FDMO) stake by 4.1% in Q2 2026, buying an estimated $84.2K and bringing the position to 23,532 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #466.

Envestnet Portfolio Solutions first reported a position in FDMO in Q1 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Envestnet Portfolio Solutions held 23,532 shares of Fidelity Momentum Factor ETF worth $2.32M as of Q2 2026.
Envestnet Portfolio Solutions bought 916 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $84.2K.
Fidelity Momentum Factor ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #466 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
46 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.