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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
Q2 		$11.6K Hold
118
– – ﹤0.01% 300
2026
Q1 		$9.44K Hold
118
– – ﹤0.01% 289
2025
Q4 		$9.9K Buy
+118
New +$9.86K ﹤0.01% 294

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Halbert Hargrove Global Advisors's FDMO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 118 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Halbert Hargrove Global Advisors first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 118 shares of Fidelity Momentum Factor ETF worth $11.6K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #300 holding.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.