FHC
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First Heartland Consultants’s Fidelity Momentum Factor ETF FDMO Stock Holding History

First Heartland Consultants’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 		$8.28M Sell
83,981
-9,133
-10% -$839K 0.54% 47
2026
Q1 		$7.46M Buy
+93,114
New +$7.83M 0.57% 44

Other funds holding FDMO

SB
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

First Heartland Consultants's FDMO Position: Q2 2026 in Review

First Heartland Consultants reduced its Fidelity Momentum Factor ETF (FDMO) stake by 9.8% in Q2 2026, selling an estimated $839K and leaving 83,981 shares worth $8.28M. The position accounts for 0.54% of the portfolio, ranked #47.

First Heartland Consultants first reported a position in FDMO in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • First Heartland Consultants held 83,981 shares of Fidelity Momentum Factor ETF worth $8.28M as of Q2 2026.
  • First Heartland Consultants sold 9,133 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $839K.
  • Fidelity Momentum Factor ETF made up 0.54% of First Heartland Consultants's portfolio in Q2 2026, its #47 holding.
  • First Heartland Consultants first reported a position in Fidelity Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.