Farther Finance Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Farther Finance Advisors’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	$1.17M	Buy	11,857 +1,852	+19%	+$170K	0.01%	1003
2026 Q1	$810K	Buy	10,005 +5,949	+147%	+$500K	0.01%	1108
2025 Q4	$341K	Buy	4,056 +1,746	+76%	+$146K	﹤0.01%	1565
2025 Q3	$192K	Buy	+2,310	New	+$182K	﹤0.01%	1628

Other funds holding FDMO

FHC

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

NWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Farther Finance Advisors's FDMO Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity Momentum Factor ETF (FDMO) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 11,857 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1003.

Farther Finance Advisors first reported a position in FDMO in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Farther Finance Advisors held 11,857 shares of Fidelity Momentum Factor ETF worth $1.17M as of Q2 2026.
Farther Finance Advisors bought 1,852 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $170K.
Fidelity Momentum Factor ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1003 holding.
Farther Finance Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.