EH
FDMO icon

Equitable Holdings’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Equitable Holdings’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 		$811K Buy
8,227
+1,590
+24% +$146K ﹤0.01% 1087
2026
Q1 		$557K Buy
6,637
+1,265
+24% +$106K ﹤0.01% 1207
2025
Q4 		$451K Buy
5,372
+1,615
+43% +$135K ﹤0.01% 1148
2025
Q3 		$312K Buy
3,757
+251
+7% +$19.8K ﹤0.01% 1240
2025
Q2 		$266K Buy
+3,506
New +$241K ﹤0.01% 1239

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Equitable Holdings's FDMO Position: Q2 2026 in Review

Equitable Holdings increased its Fidelity Momentum Factor ETF (FDMO) stake by 24% in Q2 2026, buying an estimated $146K and bringing the position to 8,227 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Equitable Holdings first reported a position in FDMO in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Equitable Holdings held 8,227 shares of Fidelity Momentum Factor ETF worth $811K as of Q2 2026.
  • Equitable Holdings bought 1,590 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $146K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1087 holding.
  • Equitable Holdings first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.