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Founders Financial Alliance’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Founders Financial Alliance’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
2025
Q4 		– Sell
-562
Closed -$46.7K – 636
2025
Q3 		$46.7K Hold
562
– – 0.01% 502
2025
Q2 		$42.6K Hold
562
– – 0.01% 398
2025
Q1 		$36.6K Hold
562
– – 0.01% 465
2024
Q4 		$39.1K Hold
562
– – 0.01% 404
2024
Q3 		$37.2K Buy
+562
New +$35.7K 0.01% 414

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
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Founders Financial Alliance's FDMO Position: Q4 2025 in Review

Founders Financial Alliance sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 562 shares — an estimated $46.7K sold.

Founders Financial Alliance first reported a position in FDMO in Q3 2024 and held it in 5 quarters. The position peaked at $46.7K in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • Founders Financial Alliance reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 562 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $46.7K.
  • Founders Financial Alliance first reported a position in Fidelity Momentum Factor ETF in Q3 2024 and held it in 5 quarters.
  • Founders Financial Alliance's Fidelity Momentum Factor ETF position peaked at $46.7K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.