Foundations Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Foundations Investment 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 Q1	–	Sell	-23,575	Closed	-$1.98M	–	1192
2025 Q4	$1.98M	Buy	23,575 +1,273	+6%	+$106K	0.03%	355
2025 Q3	$1.85M	Sell	22,302 -108	-0.5%	-$8.53K	0.03%	324
2025 Q2	$1.7M	Buy	22,410 +2,786	+14%	+$192K	0.03%	332
2025 Q1	$1.28M	Buy	19,624 +14,577	+289%	+$1.02M	0.02%	360
2024 Q4	$351K	Buy	+5,047	New	+$352K	0.01%	618

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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 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

Foundations Investment Advisors's FDMO Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2026, closing a stake of 23,575 shares — an estimated $1.98M sold.

Foundations Investment Advisors first reported a position in FDMO in Q4 2024 and held it in 5 quarters. The position peaked at $1.98M in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Foundations Investment Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 23,575 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $1.98M.
Foundations Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and held it in 5 quarters.
Foundations Investment Advisors's Fidelity Momentum Factor ETF position peaked at $1.98M in Q4 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.