Halbert Hargrove Global Advisors
FDMO icon

Halbert Hargrove Global Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Halbert Hargrove Global 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
Q3 		$11.2K Hold
118
– – ﹤0.01% 276
2026
Q2 		$11.6K Hold
118
– – ﹤0.01% 300
2026
Q1 		$9.44K Hold
118
– – ﹤0.01% 289
2025
Q4 		$9.9K Buy
+118
New +$9.9K ﹤0.01% 294

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Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Halbert Hargrove Global Advisors's FDMO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q3 2026 at 118 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Halbert Hargrove Global Advisors first reported a position in FDMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q2 2026. 25 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • Halbert Hargrove Global Advisors held 118 shares of Fidelity Momentum Factor ETF worth $11.2K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q3 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #276 holding.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's Fidelity Momentum Factor ETF position peaked at $11.6K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.