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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
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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
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
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

Equitable Holdings's FDMO Position: Q1 2026 in Review

Equitable Holdings increased its Fidelity Momentum Factor ETF (FDMO) stake by 24% in Q1 2026, buying an estimated $106K and bringing the position to 6,637 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Equitable Holdings first reported a position in FDMO in Q2 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Equitable Holdings held 6,637 shares of Fidelity Momentum Factor ETF worth $557K as of Q1 2026.
  • Equitable Holdings bought 1,265 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $106K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1207 holding.
  • Equitable Holdings first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.