Global Retirement Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Global Retirement Partners’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	$379K	Buy	4,509 +5	+0.1%	+$418	0.01%	1107
2025 Q3	$375K	Hold	4,504	–	–	0.01%	875
2025 Q2	$342K	Buy	+4,504	New	+$310K	0.01%	865
2024 Q4	$314K	Buy	4,504 +22	+0.5%	+$1.53K	0.01%	780
2024 Q3	$296K	Buy	4,482 +4,214	+1,572%	+$268K	0.01%	784
2024 Q2	$17.1K	Hold	268	–	–	﹤0.01%	2067
2024 Q1	$16.2K	Buy	+268	New	+$15.2K	﹤0.01%	1895

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

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Global Retirement Partners's FDMO Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.11% in Q4 2025, buying an estimated $418 and bringing the position to 4,509 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1107.

Global Retirement Partners first reported a position in FDMO in Q1 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

Global Retirement Partners held 4,509 shares of Fidelity Momentum Factor ETF worth $379K as of Q4 2025.
Global Retirement Partners bought 5 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $418.
Fidelity Momentum Factor ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1107 holding.
Global Retirement Partners first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.